Investing Insights

Understanding factor investing: what's really driving your portfolio returns?

When we look at an investment portfolio, it is natural to focus on the individual companies it owns. However, knowing which stocks are in a portfolio only tells us part of the story. To understand what is really driving its returns, it can be more useful to look at the characteristics those investments have in common.

Trustees in a Harder World: Has the Job Changed?

Good charity governance today requires trustees to understand a wider range of risks, ask better questions and, increasingly, be able to show how important decisions were reached.

Strong Profits Steady the Ship... But Will Inflation Rock the Boat?

Two themes shaped markets in August: inflation and the outlook for interest rates drove much of the movement in government bonds, while strong company earnings continued to support global equities. In our latest article, we look at what happened and what it could mean for investors.