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James Baker
Ben Edwards, CFA
Published: 11th December 2024
Stock diversification

The market portfolio provides a sensible starting point, but can be improved upon

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James Baker
James Baker
Published: 7th October 2024
Gambling vs Investing

Gambling is based on short-term luck whereas investing is about efficiently capturing the long-term growth on offer in equity and bond markets.

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James Baker
Ben Edwards, CFA
Published: 30th September 2024
Albion x P1 Investment Services

Exeter – 30 Sep 2024 - Albion Strategic Consulting partners with P1 Investment Services to launch discretionary version of smartersuccess™ service

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James Baker
Ben Edwards, CFA
Published: 13th September 2024
Markets move. This is the way.

Volatility is a feature, rather than a bug.

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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
The power of capital markets

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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