Autocallables are often sold as a way of receiving a steady income with limited downsides. We investigate to see if there are downsides.

Surely successful investing outcomes require complexity? The No-Brainer portfolio shows why this isn't necessarily the case.

Cash buffers are often suggested as a way of mitigating Sequence of Returns Risk. Do they work, or are they more of a chocolate teapot?

Choosing the right financial adviser to help with your retirement planning is one of the most important decisions you will make.

We help you calculate what you are paying for your retirement planning and financial advice and whether you are getting good value.

Investing is simple but not easy. We identify ten things to consider that will help you have a better retirement outcome in 2025.

Buffered ETFs are often marketed as a way to reduce portfolio losses during market turbulence. We examine whether they have a place in portfolios.

Investors are understandably often unnerved when encountering periodic market turbulence. We put recent events in context.

Bonds are a key building block in a retirement portfolio. We evaluate how different bond styles influence portfolio outcomes.

As with equity funds, it's important to consider the various factors that drive returns when evaluating bond funds, including credit risk.

Bond investors have endured a challenging few years. We analyse historical market returns to put recent events in context

We select a range of portfolios, examine how they are exposed to U.S. markets and the simple steps to increase portfolio diversification.

Do Guyton-Klinger guardrails allow us to take 7% from our portfolio from the first decade of retirement? Does a cash buffer help?

We examine what many consider the greatest hedge fund of all time: Renaissance Technologies. What's its secret?

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.

Cashflow modelling software is often used to evaluate the feasibility of client objectives. We identify the limitations of this approach.

We take a deep dive into all things factor-related. Performance over the last decade hasn't been great. So why do we stick with it?

Market efficiency is often talked about in binary terms, being described as "efficient" or "not efficient". Our view: "It's complicated!"

We examine recent investment trends over the last few years and use the Scoville scale to compare their relative "hotness"

Investing your retirement portfolio with "market-beating" star fund managers can seem very appealing. Does the reality live up to the hype?