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DFM Area
Quarter 2 2020 Investment Review…
Market Review
From time to time, financial markets get disconnected from reality. Though there are few occasions where this has happened to the same extent …
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Hot Topics – Our Top Tips on Probate…
Our long-standing history of looking after client’s financial affairs was the key motivation behind the development of our ‘Wills and Probate’ service, which is designed …
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June Performance Update – How Are We Doing & What Matters From Here?…
A famous economist once said “it is better to be roughly right, than precisely wrong”. This bares truth in investment management just as much as …
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Question the Committee – Coronavirus Edition
A big thank you to all our clients who submitted questions this week – it has been great to continue to get a high level …
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May Portfolio Update – No Rest for the Wicked…
Hindsight is a wonderful but dangerous thing. It’s best used to constructively assess previous actions, aiming to learn lessons that can be applied to the …
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A penny for your thoughts…
Governments in the west are spending and borrowing on a vast scale as they counter the effects of the pandemic. In the UK, public borrowing …
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The Three Legged Stool…
Equity markets have recovered some of their losses over the last month or so, with the benchmark UK equity market now down around 20% so …
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Introducing iSecure, powered by DB Wood…
We can take videos with our phones, talk to friends through our laptops and send documents thousands of miles in seconds. But could you find …
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A Healthy Split…
We encounter behavioural biases many times within our daily routine. Under the current circumstances for example, “confirmation bias” is very prevalent, which represents the tendency …
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A Slow Release Valve…
We are over the peak according to Boris and his team of scientific experts, and can look forward to details next week about how we …
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