Renaissance Technologies. The greatest hedge fund of all? Updated for 2024
We examine what many consider the greatest hedge fund of all time: Renaissance Technologies. What's its secret?
top of page
Rated 5 out of 5 stars.(1)
Sep 83 min read
Book Review: 'Smarter Investing' (4th Edition) by Tim Hale
Tim Hale's book gives you all you need to build a robust portfolio, taking you all the steps from the evidence to actual implementation.
Jun 205 min read
Investing: what is working now? Summer 2024 edition
We examine recent investment trends over the last few years and use the Scoville scale to compare their relative "hotness"
May 266 min read
The most efficient way to blow up your retirement plan
In a perfect world, retirees would hold diversified portfolios, pay low fees and not misbehave. How might things look in an imperfect world?
May 92 min read
Retirement planning concepts that sound good in theory
There are many retirement planning concepts that claim to offer beneficial retirement outcomes. This post aggregates our research
Apr 23 min read
Increasing client engagement with the One-Page Financial Plan
The One-Page Financial Plan is a high-level summary of the underlying financial plan. Read how we tweaked the process to increase engagement
Feb 284 min read
Does buying an annuity improve retirement income sustainability?
Annuity rates have improved in recent times. Can they now help to create a more sustainable retirement income?
Feb 277 min read
The S&P 500 lost decade - how to protect your retirement
The S&P 500 has generated strong returns in recent years. But should you invest all of your retirement savings in this index?
Feb 197 min read
Should your retirement portfolio contain 100% shares?
Retirement researcher Bill Bengen found the optimal retirement portfolio to contain 50-75% equities. Would 100% equties be a better option?
Dec 5, 20234 min read
Death by a thousand cuts - when portfolios go sideways
The returns of globally diversified portfolios have been subdued in the last few years. How does this impact our clients' retirement plans?
Dec 1, 20234 min read
Investing for the long term
Focusing on asset classes that have performed well over the last few years is tempting. Keeping a longer-term perspective is key.
Dec 1, 20234 min read
Why should portfolios be rebalanced?
It can sometimes be easy to wonder what the point of rebalancing a portfolio is. We look at this in the context of recent bond performance.
Sep 17, 20234 min read
Investment management is commoditised
We believe the "investment problem" has been solved, but this doesn't mean that the financial adviser's role is redundant.
Aug 28, 20236 min read
Michael Burry - Big Short #2?
The press recently reported that Michael Burry has been shorting the stock market. Should our clients make adjustments to their investments?
bottom of page