Many of us own property back home.
Some of us have mortgages on our expat homes too.
While most expats rent...
Emotionally, it often feels we should be buying.
Which one leaves us financially better off?
It’s mind boggling active investing still survives.
Despite all the studies proving its underperformance.
Yet many investors choose to miss out on new opportunities.
Adamant that a tech-driven, science-based, systematic approach to making more money is not for them.
A few days ago, a client emailed my colleague.
He assumed we’re incentivised to sell Dimensional Funds…
Acting as ‘estate agents’ earning fees from both landlords (fund companies) and tenants (investors).
Not surprising, given how ‘traditional’ financial services work…
But what’s so unique about DFA and our own approach is…
We simply believe in the evidence.
With technology taking over most areas of our lives…
Are robo-advisers taking over financial services?
I doubt it.
Most people have heard of value investing.
Warren Buffett became a billionaire following this strategy.
But new research shows the names of many value funds are misleading.
And not all value strategies are created equal.
So before you decide this strategy is right for you…
Investors generally want two things from their adviser.
To maximise returns.
And achieve their life’s ambitions.
But most clients also want something else.
Something just as important.
And it directly impacts returns…
This week, a reader asked this very question.
And I know why.
It’s against our nature to sit back and do nothing.
As investors, when markets are volatile…
We feel compelled to react.
But this is the last thing we should do.
Brexit has everyone in a tailspin.
UK nationals living in other countries feel especially vulnerable.
The uncertainty regarding their futures…
Not to mention UK pensions…
Hangs heavy over them.