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Investing

Fund names explained

Make searching for index funds faster and easier by cracking the clues in the name.

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SIPP money saving hack

Save up to 82% on your fees using this SIPP money saving hack

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Even on a good middle-class income, it’s not easy to fill your ISA.

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What do the 10-year returns of the Vanguard LifeStrategy funds tell us about passive investing?

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We love a rule-of-thumb. It helps you feel like you’re in control. The reality is far different of course…

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The 22 maxims of Sir John Templeton

Like always, these investment principles from Sir John Templeton are incomplete and self-contradictory. But I’d rather read his maxims than those of almost anyone else.

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Grab your oxygen tank, we’re taking a deep dive into the best Emerging Market bond index trackers

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Thematic ETFs offer investors a way to back their hunches without picking individual stocks. But beware the costs and risks.

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Emerging Market bond risks

Emerging Market bonds have outperformed Emerging Market equities for the last 25 years. Can it last?

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Emerging Market bonds can improve your portfolio’s risk-adjusted returns. Should they replace Emerging Market equity in your portfolio?

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Our model passive portfolio enjoys a market melt-up.

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How to set your children up to be financially free in the future.

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What goes into an ESG index?

A fairly subjective process is put under the microscope…

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Ideas for your defensive asset allocation. What to use and why

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We can’t really call equities an inflation hedge. Not when their real return falls with high inflation!

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Many in the Monevator community ask about how to manage multiple portfolios, especially as part of a single family household. Reader Sunil sums up the dilemma: I understand the importance of diversification, but what about across multiple portfolios? I have a SIPP and ISA, and run a SIPP and ISA for my wife. That’s four [...]

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