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Once in a rare while, there comes a year in the economy and markets that serves as a master class in the principles of successful long-term, goal-focused, planning-driven investing. Last year, 2020, was one of them (3 mins read)
Read MoreEach of our clients work with Stewart Partners for different reasons. During the past year, some clients have told us engaging with their children was the most valuable work we did for them. Over time, we have noted a number of themes, so have compiled a list of areas we think working with Stewart Partners may benefit you and your family. (4 mins read)
Read More2020 was a reminder that financial markets and the economy do not march in step (3 mins read)
Read MorePart 2 of our Sustainable Investing article examines whether it delivers lower expected returns for investors compared to conventional investing (5 mins read)
Read MoreThe first of our two part article exploring Sustainable Investing focuses on defining what it means and how it has a growing impact on all investors, regardless of their values (5 mins read)
Read MoreIn his new book, “Ask”, Dan Solin (a friend of Stewart Partners) looks at studies in the fields of psychology and neuroscience to understand how people can make deeper connections with anyone. A sense of curiosity is key. (3 mins read).
Read MoreThe 2020 Federal Budget is all about jobs and spending to make more jobs. This article covers announcements most likely to impact clients of Stewart Partners and their families (5 mins read)
Read MoreWhen stockmarkets are volatile, gold prices often jump. Any investment which has recently risen in value will receive media attention, so people want to know if they should react. Stewart Partners’ approach to investing is founded on evidence, so we do not include any direct exposure to this commodity in client portfolios. Let us explain why. (5 mins read)
Read MoreThe global economy is not healthy, yet many stockmarkets appear quite buoyant. The Nasdaq 100 Index in the US is up 30% since the beginning of 2020. Is there a disconnect? (4 mins read)
Read MoreTo have a successful long-term investment experience, it is essential every investor understands what the journey ahead will look and feel like. (3 mins read)
Read MoreNo one needs reminding of events of the past 12 months, but it’s worth reviewing market returns over this period because some may be surprised by the results. (3 mins read)
Read MoreWhilst helping our clients get their financial house in order is an important step to living a great life, being financially independent, in itself, provides no guarantee that you will achieve happiness and wellbeing. This article provides some additional structure to help you live your best possible life (4 mins read)
Read MoreGiven the accepted benefits of diversification, the question is, why don’t investors hold highly diversified portfolios? One reason is that it is likely most investors don’t understand just how risky individual stocks are. To correct that lack of knowledge, this article reviews some of the available research. We think most investors will be shocked at the data on individual stock returns. (6 mins read)
Read More8 important lessons from the COVID pandemic for investors to remember for the future (5 mins read)
Read MoreThis article shares thoughts on the post Covid-19 economy from Ed Lazear, Professor of Economics at Stanford (3 mins read).
Read MoreGlobal stockmarkets rebounded strongly last week, highlighting the challenges of trying to time markets. This article looks at historic volatility and market returns over the following five years (3 mins read)
Read MoreThis update covers the Government measures announced on Sunday, 22 March and the impact (primarily) on pensioners, small businesses and mortgagees (4 mins read)
Read MoreWe look at every significant stockmarket decline since the Second World War and the timeline for recovery (2 mins read)
Read MoreOur clients get an A+ for their behaviour over the past few weeks. Here’s why. (3 mins read)
Read MoreAn update for clients regarding COVID-19 and your strategy, investments, and interactions with your adviser team at Stewart Partners (3 mins read)
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