Financial bubbles – great stories but bad investments
Financial markets have a habit of repeating themselves. Every so often, investors become excited about a new technology or industry sector. In response, prices will often rise rapidly, drawing in more buyers and pushing asset prices higher. These price...
The capital gains tax surprises that catch people out
The run-up to a Budget often prompts people to think about tax and their finances. While future tax policy remains uncertain, understanding the rules that apply today can help avoid costly surprises. Capital gains tax (CGT) is one area where unexpected bills can...
SpaceX and the billion-dollar indexing dilemma
The SpaceX listing presents a dilemma for stock index providersWhy SpaceX isn’t eligible for the flagship S&P 500 indexConsistency or realism? How index providers will deal with mega cap IPOs What happens when one of the world’s most valuable companies isn’t...
Women & wealth: A growing frontier
The great wealth transfer is one of the biggest factors behind the substantial growth in female-held wealth.Many women face financial challenges, such as the gender pay gap, which in turn contributes to the pensions and investment gap.Accessing financial advice can...