Helping to limit your losses during investment

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Assessing balance and risk

While diversification is important, you should keep in mind how much risk you are prepared to accept on your money. If it is important to you to avoid losses, you may want a portfolio that has less in shares and more in cash and fixed interest securities held to maturity, for example. Read more →

Achieving your desired financial outcome

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Have you consider all of your options for investment?

In the current economic climate, with interest rates still around record lows, investing in the markets could enable you to achieve an inflation-beating return and help you reach your long-term financial goals. Read more →

Generational investing

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A workplace transformation is on the horizon

The motivations and values of Generation Y born between 1980 and 1999 and how these impact their behaviour as investors and consumers have been published in a work by Dr Paul Redmond, Director of Student Life at the University of Manchester, in which he explains the key findings of his work on ‘generational theory’ and the implications in a fast-changing world. Read more →