Investing

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

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

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

Our model passive portfolio enjoys a market melt-up.

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

A fairly subjective process is put under the microscope…

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

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

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 [...]

A portfolio management checklist to help keep your investments on track.

There are safer investments and there are riskier investments, but there’s no such thing as ‘safe’. You must always consider timescales, too.

Do you think bonds are old hat? Do you fear a bond crash? Then read this riposte.

How to build an FI plan that copes with bill shock.

Investing edge is (mostly) a fantasy concocted by people that (mostly) don’t have it, in order to make you pay.

Irish ETFs are issued to UK investors as CDIs, post-Brexit. What on Earth does that mean?