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James Baker
Euan Smith
Published: 16th October 2023
Investment momentum: myth or money-maker?

The momentum effect is well documented in investment returns, but how is momentum best incorporated into a sensible, well diversified portfolio?

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James Baker
Ben Edwards, CFA
Published: 14th June 2023
Jargon-busting: Return

This series of short notes aims to clear up some often used terms and concepts in the investing world.

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James Baker
Ben Edwards, CFA
Published: 15th March 2023
Jargon-busting: Volatility

This series of short notes aims to clear up some often used terms and concepts in the investing world.

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James Baker
Ben Edwards, CFA
Published: 14th December 2022
Markets move

Markets move - that's the nature of the game

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James Baker
Ben Edwards, CFA
Published: 25th October 2022
Bond prices: 'Six of one...'

'... and half a dozen of the other'. Elegant symmetry of bond maths means there is no free lunch when it comes to changing market yields.

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James Baker
James Baker
Published: 12th September 2022
The temptation of higher interest rates

Interest rate rises are tempting, but the opportunity costs can be large for locking away cash

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James Baker
Ben Edwards, CFA
Published: 3rd August 2022
Cash vs Bonds

For long term investors, time is your friend.

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James Baker
James Baker
Published: 30th June 2022
Investing principle 5: Be disciplined

On a daily basis it is near enough a toss of a coin for whether your portfolio is up or down. Better chances come with time.

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James Baker
Ben Edwards, CFA
Published: 14th June 2022
Investing principle 4: Be patient - think long term

One of the great challenges that all investors face is that there is no easy or quick way to investment success.

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James Baker
Dan Tutchings
Published: 1st June 2022
Investing principle 3: Let markets do the heavy lifting

Empirical evidence suggests that trying to beat the market – through either market timing or stock picking - is a tough game, with very few long-term winners.

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James Baker
James Baker
Published: 18th May 2022
Investing principle 2: Accept that risk and return go hand in hand

One of the inescapable truths of investing is that to achieve higher returns, you have to take on more risk

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James Baker
Ben Edwards, CFA
Published: 5th May 2022
Investing principle 1: Have faith in capitalism and confidence in the markets

Accepting that capitalism is a powerful wealth creation mechanism, and capital markets are an effective means to access its rewards.

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