Knowledge Centre

The rally from December resumed with most equity markets up for the month. Global shares were up 2.3% and 2% in hedged and unhedged terms, respectively.

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One of the world’s most admired investors, Warren Buffett, is famous for saying “Don’t save what is left after spending; spend what is left after saving.”

While this approach may not always be possible, investing even just a small amount regularly can make a big difference over the long term.

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The rally from December faltered slightly with most equity markets down for the month.

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A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals.

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An enjoyable retirement – are you on track? For many people, the decision around when to retire can be one of the most exciting, yet daunting, times of their lives. There are a number of strategies you can employ now, whatever your age, that may help you fulfil your retirement dreams.

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The rally from December has continued into July with most equity markets up for the month. Global shares were up 1.1% and 2.3% in hedged and unhedged terms, respectively.

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Having an appropriate financial plan in place covers more than just investments and insurance. The same goes for a financial adviser – there are some you will just click with, who can help improve your financial future.

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The rally from December lows resumed in June with most equity markets up for the month. Global shares were up 5.9% and 5.3% in hedged and unhedged terms, respectively.

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The rally from December lows faltered in May with most equity markets down for the month.

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Welcome to the second edition of inTouch magazine for 2019. This quarter we focus on topical articles that are relevant for many of our clients, no matter what stage of life they are in.

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