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Worth a listen. A sensible framework for portfolio construction, and thought-provoking conversation around meeting consumption liabilities in retirement. One industry 'great' interviewing another Portfolio Management Research pm-research.com/cwff-Lionel-Ma…

New blog | The temptation of higher interest rates 'What is relatively new, are questions around why one would take on the risk of the equity market now that they can achieve a 'high' interest rate?' 📈💷 James Baker albionstrategic.com/news-and-blog/… #interestrates #gilt #investing

Interesting order of search suggestions there 🤔 (the investigation is ongoing...)

And...it's gone. All UK index-linked gilts back trading with negative real yields.

New blog | Bond prices: 'Six of one...' ''... and half a dozen of the other'. Elegant symmetry of bond maths means there is no free lunch when it comes to changing market yields.' 🥚⚖️ Ben Edwards, CFA albionstrategic.com/news-and-blog/… #bonds #interestrates #investing

Good afternoon from Birmingham! Ben Edwards, CFA and Dan Tutchings from the team will be about at the #PFSFestival this week - make sure to say hello! 👋

Bond maths alert ⚠️ Yield rises/price falls do not mean a permanent loss. Bond holders are now sitting on higher yields, which is great news if your liabilities sit out further than your duration. src: albionstrategic.com/news-and-blog/… #investing #bonds

"The 60/40 'Balanced' portfolio is dead" - scrutinise this headline carefully. A well diversified, low cost portfolio has worked, and continues to work, extremely well for long-term investors. Markets work well! Doesn't look dead to me... #investing #balanced #portfolio #markets

Never meet your heroes, unless they’re heroes. Cameron Passmore thank you for organising a great evening Rational Reminder Podcast Benjamin Felix

New blog | Markets move "The market is one of the best forward-looking machines we have at our disposal." Ben Edwards, CFA albionstrategic.com/news-and-blog/… #investing

Graphic from Albion's latest blog, Markets move. If you need to read the headlines, do it. Just don't react in your portfolio - it's all in the price. public.flourish.studio/story/1775992/ Visualised with Flourish

New blog | Jargon-busting: Return "As an investor it is useful to know the context in which the data are presented to you. Stay alert!" 🧐 Ben Edwards, CFA albionstrategic.com/news-and-blog/… #investing

Looking forward to seeing some familiar faces, and meeting some new ones, at #SUPERNOVA23 All I ask for is no train delays, and a working hotspot on a Cross Country train from Exeter. The latter is probably a pipe dream…

You know perf is bad when you have to check the data thinking it's an error. Over c10 years this MA fund avg 60% equity content, OCF 1.5%, avg assets c£30m (you do the maths), and delivered.... 0% return! I feel for the investors. Equities delivered 10% p.a. over the same time.

A morning brew and a good read. Delighted to get our hands on #smarterinvesting v4, authored by our very own Tim Hale and available now. 🔗 Smarter Investing: Simpler Decisions for Better Results amzn.eu/d/4WowAvG Foreword by Robin Wigglesworth of Financial Times and author #Trillions.

New blog | Investment momentum: myth or money-maker? 🤔🎢 Our newest team member, Euan Smith, digs into the nuts and bolts of momentum - "the biggest challenge to the theory of financial market efficiency” (Fama, 2007) Enjoy! albionstrategic.com/news-and-blog/… #investing #momentum

Thank you for the shoutout Alan Smith, we consider ourselves fortunate to be a small part of @capital_tweets’ ongoing success! Fantastic content on TRAP: The Real Adviser Podcast, invaluable insight and guidance for the community, keep up the great work! ⭐️⭐️⭐️⭐️⭐️ #TRAP #investing

Great to attend TRAP: The Real Adviser Podcast at #TRAPLive this evening, and good to meet some of the supporting community. Top work 🎙️

Keep your eye on the golden ball. How many reruns until we feel the ball is ‘skilfully’ above average? Short term (eg 3 or 5yr) performance provides no indication of active fund manager skill. Don’t be fooled by the noise. App credit (it’s free!): apps.apple.com/gb/app/galton-…

𝗦𝗼, 𝗛𝗼𝘄 𝗛𝗮𝘃𝗲 𝗢𝘂𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝘀 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱? After the Great Financial Crisis of 2007–2009, my colleagues and I embarked upon a complete review of our investment strategy and the advice we offered to clients. Before that, we had