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Investing

World stock market returns data shows big variations between countries. Here’s an 111-year digest to whet your appetite for investing abroad.

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We show how often the World index manages to outperform the US stock market over a century’s worth of data.

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Inflation is down and the correction in bonds means expected returns are higher, too…

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Discover the World index real returns rollercoaster, as calculated in GBP from 1919 to 2023 using open source data.

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US historical asset class returns

Supersize me!

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Back to Ack [Members]

Ackman seems to be in it for the long-term. Should we be too?

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Monzo has launched a pension and it’s quite different from other pension accounts in the market…

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Optimising the All-Weather portfolio [Mavens]

The All-Weather portfolio has protected against some of the worst market setbacks. But can it be improved for the UK?

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A new SIPP survey tells us something – and nothing – about how people invest their money…

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Every asset in a strategic asset allocation has an important role to play. Here are the main asset classes that will nourish and protect your portfolio.

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Asset prices will probably move when central banks start cutting rates in earnest. Are you ready?

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With our passive portfolio only inching ahead, so we look back in mock anger at what might have been…

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Why take 45 index trackers into the investing shower when one will do. (Ah, but which one?)

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Are you unwittingly breaking a capital gains tax reporting rule?

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FIRE in the hole [Members]

The traditional way of gearing up to invest by running a mortgage is riskier than you think…

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Find out if your pension is protected from the minimum pension age increase and if your pension will close again after you’ve accessed it

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