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There are a variety of ways to calculate the performance of a portfolio, and we will focus on what are arguably the three most common methods: Simple return, time weighted return, and money weighted return. Simple return Simple return is calculated by dividing your current earnings (your overall gain or loss plus bonuses and rewards […]

Let’s start with the basics: What is inflation? Inflation is the rate at which prices rise (thus reducing your ability to buy what you’re used to). If the cost of a £1 jar of jam rises by 5p, then jam inflation is 5%1 . It applies to services too, like having your hair cut or […]

Considering the extensive information and news flow published in 2020 about sustainable investing, you are probably wondering where to start. Sustainable investing can be an ‘alphabet soup’, with countless acronyms and jargon and you may also be wary of greenwashing. How can you put your money to work for the planet without compromising on returns? […]

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z A Active investing The process of directly trading individual stocks or bonds in the hope of making a profit by ‘beating the market’. This can be achieved when either […]

What is greenwashing? When a company promotes unsubstantial and misleading green claims about its products or services, it can be called greenwashing. Often used as a smoke and mirrors ploy, greenwashing distracts customers from the reality of a company’s operations and outputs. Fossil fuel companies are infamous for it. For example, they spend vast media […]

Investing in stocks & shares, bonds, funds and commodities can be seen as a smart way to grow your money over time. It can help you achieve your personal goals and give you the financial freedom to tick off lifelong dreams. In this article we’ll answer the key questions that many people ask before they […]