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    Market Comment: The Growth Question

    What are we talking about? We’ve seen a few indicators recently that show weaker economic growth. Equities, however, remain pretty resilient. How should we think about this? Can you relate economic growth and equity returns? This topic is worth a longer discussion. As you’d guess, the evidence is mixed. There’s some literature that shows very […]

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    How the third quarter of 2021 shaped up

    After every quarter, our investors are sent a full breakdown of their portfolio’s performance over the three month period. The quarterly report also features insight from our portfolio managers on the economic trends that defined the quarter.  It’s an important part of our service, particularly when the mood in the markets shifts or major new […]

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    UK Comment: The jury is in

    What are we talking about? UK rates are set to rise soon – probably this year. The governor of the Bank of England, Andrew Bailey, took to the weekend press to tell everyone that the Bank “will have to act” against inflation. It’s the latest in a series of remarks about inflation that we’ve heard […]

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    What an SRI portfolio includes and excludes

    As a wealth manager, we’re constantly tuned into the demands of our customers, as well as broader trends in personal finance. One of the biggest, most important trends of the last few years has been Socially Responsible Investing (SRI), which focuses on putting investors’ capital to use for the betterment of society and the environment.  […]

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    Here are the trades we made to change our market strategy

    Moneyfarm offers fully managed investment portfolios that are tailor-made for investors. Our team monitors the markets daily, periodically making tactical trades to take advantage of opportunities in the market and protect our investors’ capital. In this article, you’ll find a summary of the changes that we’ve made across our range of investment portfolios. If you […]

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