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The value of investments can fall as well as rise, and you may get back less than you invested. Past performance is no guarantee of future results
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Sortino ratio explained
What is the Sortino ratio? The Sortino ratio is similar to the Sharpe ratio but with a twist. If you want to calculate a portfolio’s risk-adjusted return, but only want to consider its downside risk (by excluding upside risk), then the Sortino ratio is the more suitable measure to use. The more... -
Investment strategies: how to research shares
For many new investors, researching shares can be daunting. The more you know, the better your decisions should become, so we start here with a few manageable steps. -
What are shares and how do they work?
Investing in shares can appear daunting to the beginner. Here we outline how shares and equities work, how to buy them, and outline the risks involved in owning them. -
What is share dealing?
Share dealing explained When you buy a share, you are buying a sliver of ownership in a company. As such, you become a part-owner (or shareholder) of the company. Share dealing is the buying and selling of shares in the hope of earning a profit. There are two sources of returns for shareholders... -
What is investment management?
Have you ever wondered what investment management is and what investment managers do? Here we explain their role and the different ways your money can be managed to achieve your investment goals. -
A short guide to investing for millennials
Investments, pensions, stocks and shares. Probably not the centre of discussion among groups of 17 to 37 year-olds more worried about housing costs and flat wages. However, with inflation eroding cash savings and time being of the essence, it’s never too early to invest for the future. -
What is a robo-advisor and how does it manage your money?
The term robo-advisor originated in the US, and has stuck to firms that offer online investment management services. While robo-advisors are able to charge lower fees through the efficient use of technology and by more or less cutting out client relationship managers, they are far from being prod... -
The difference between saving and investing
Saving and investing are often used in articles as synonymous terms, but in fact they are quite different in a number of ways. Here we look at those differences and why it’s important to consider both as you put money aside for the future. -
Achieving your investment goals
Andrew Craig, author of ‘How to Own the World,’ looks at a number of options you can choose to help you achieve your financial goals. -
Why women shun the markets, but shouldn’t
Jargon-filled marketing campaigns, ads for older, richer men, confidence, trust, risk, and knowledge. Just some of the reasons cited for why women shun the stock market. However, the financial sector is waking up to the problem. -
The benefits of long-term investments
Long-term investments may not be as exciting as short-term plays, but they tend to be less risky and they can certainly pay off handsomely in the end. Find out what the best long-term investments are, and how you can benefit.
