Finding the right balance

How does the number of holdings affect costs, volatility and performance.  The NMA gets the measure of six balanced portfolios including Beaufort Investment's Active 05 S3 Portfolio.

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The World In A Week – High and Dry?

It was a busy week that saw the US Federal Reserve meet to discuss monetary policy.  The expectation was for a steady hand on the tiller, and they did not disappoint.  Monetary policy is to remain…

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The World In A Week – Biden’s Decisive Decade

It was a volatile week for equities, but one which pretty much came out flat for the overall MSCI Global Equity Index, though the UK equity market, FTSE All Share, pulled back -0.98%. On Friday US…

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“For the moment, inflation looks contained”: UK CPI rises by 0.7%

Transport and clothing lead the rise in CPI inflation as the UK started to open up post-lockdown.

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The Sun

Unemployment hits 813,000 Brits since start of pandemic with 56,000 losing jobs last month

It means the total number of workers who don't have a job now stands at 1.67million, reports the Office for National Statistics (ONS).

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The World In A Week – The Beer Garden Boom

Global markets continued chugging along last week, with the MSCI All Country Index of global stocks returning +0.8% in GBP. A notable leader was the UK Equity market, which returned +1.5% as measured…

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Investing in future winners

Equity markets have rebounded strongly from the falls of February and March 2020, to deliver significant outperformance to investors. Our CIO, Shane Balkham was quoted in this article.

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The World In A Week – Roaring Twenties 2.0

Last week saw Boris Johnson confirm that England would proceed to the second phase of the lifting of lockdown restrictions on 12th April, as non-essential shops, beer gardens, hairdressers and gyms…

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Brexit is yesterday’s news: UK equities are the talk of the town with plenty of value and opportunity

Now that Brexit is firmly yesterday's news, and within the UK we have made great strides in terms of the vaccine rollout to tackle the pandemic, UK equities now look to present a very different…

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The World In A Week – Knitting Pattern

Data is confirming the pattern of the economic bounce back.  As restrictions are eased, spending on services are increasing.  Restaurants, leisure, and hospitality are the main beneficiaries, as…

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The World In A Week – Stuck In The Suez

According to urban myths, it is said that when you are in London you are never more than 6ft away from a rat, and it appears that within emerging markets you are never more than two steps away from a…

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The World In A Week – Knowing the Price of Everything, but the Value of Nothing…

The last week in markets was quite typical of the environment we have observed for the year to date. There was not an awful lot of movement at the headline level, but quite a lot of volatility and…

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