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articles

20 July, 2017
Managing money on behalf of our clients is hard.  We take it seriously, and work very hard indeed to ensure that your investment experience is what you would expect it...
09 June, 2017
It is very tempting to think that there are large scale detectable patterns and predictable behaviours built in to stock market movements, and that with care and attention you can...
26 May, 2017
If you're a regular reader of financial matters, you will have seen the term 'perfect storm' used as an analogy for when factors combine against you to derail plans completely. ...
10 May, 2017
With the triggering of article 50 now well behind us, and a general election campaign upon us - albeit somewhat muted compared to last time, we at Walden Capital thought...
14 March, 2017
Following the first Budget from Chancellor Hammond, please find some useful commentary on how the changes might affect you. We feel that overall it is very much a budget of...
05 January, 2017
Significant out-performance of all Walden Capital's model portfolios against their benchmarks in 2016 and since launch. You may now be familiar with our investment ethos, which is to provide widely...
25 November, 2016
The first and last Autumn Statement from Chancellor Hammond was expected to be a big deal, especially for those of us working with pensions on a daily basis.  However I...
22 November, 2016
Here at walden capital we are very proud of the investment solutions we've built, they have done an excellent job since launch and provide a really good investment experience for...
17 November, 2016
We are all familiar with the concept of being a 'busy fool', rushing around, looking like we're achieving a lot, but really just ending up back where we started, but...
17 August, 2016
I don't know about you, but my kids are collecting Pokémon like crazy at the moment, in the hope of finding a 'special' one.  Here Jim Parker, Vice President at...
02 August, 2016
There is an almost overwhelming urge in all of us to do what is instinctively, obviously & intuitively correct, and often that urge can save our lives in a crisis....
07 July, 2016
Following the momentous vote for the UK to leave the EU on the 23rd of June 2016 there have been many serious market repercussions. Here at Walden Capital our global...
24 June, 2016
As you will know, yesterday the UK voted on what may well have been the most important question for the British electorate in generations. By a narrow, but decisive margin...
07 June, 2016
Within these articles you will often read about the importance of a good theoretical model for investing, and that it is impossible to reliably pick 'good' stocks in respect of...
02 June, 2016
When it comes to the great referendum of 2016 - 'to Brexit or not to Brexit' there are plenty of commentators, and lots of commentary, and regardless of the outcome...
04 May, 2016
It is often said (including by us) that diversification is the only free lunch in investment.  That is to say that there are no magic bullets in the investment world,...
24 March, 2016
The News is pretty bad at the moment.  But then it always is.  Although there is a date attached to this article, my first sentence is generally pretty timeless.  However...
10 March, 2016
It isn't often that a serious wealth manager will compare sport with the process of investment management - but there are more similarities than one would expect.  Those who take...
01 February, 2016
A core tenet of Dimensional Fund Advisors is that investment returns include some persistent additional returns which come from having a particular 'tilt' towards or away from certain types of...
08 January, 2016
When the last digit in the calendar changes at the end/beginning of the year it's a great time to sit down and review how things have gone, and plan how...
17 December, 2015
If you're making a new investment, committing to the 'markets' can be a daunting prospect;  what happens if the day you hit 'go' proves to be a bad day? -...
28 September, 2015
Everyone tries to make the right decision, and generally speaking the more time and attention we spend in trying to get it right, the les likely we are to make...
23 September, 2015
It is an appealing myth that if only we were clever enough, we could predict when markets will fall, and when they will recover.  Sadly the truth is rather less...
26 August, 2015
Current market volatility is scary.  There is no denying that when markets move in large jumps investors get nervous.  However to get returns above cash requires taking more risk than...
08 July, 2015
If you find this document in 5 years time you'll probably be wondering what the fuss was about Greece, but at the moment it is very much on everyone's mind,...
24 June, 2015
When investing there are two components to your return; the income, or yield, is the amount of money paid to you for owning the security and is typically a measure...
13 May, 2015
A good analogy can be used to help understand difficult concepts.  Everyone seems to love a good car analogy, and there are few better car analogies than this one, presented...
21 April, 2015
Only 7? I hear you cry.  Well perhaps the seven roles that add most value to our client's affairs, not necessarily but generally financial affairs.  As a firm of Chartered...
16 April, 2015
Many of the fortunes made in the early days of stock market investment were made through individuals or families knowing more than the rest of the market, perhaps the most...
08 April, 2015
It is one of the challenges of the scientific approach to investment that we humans tend to examine the world in very short term chunks, hours, days maybe, sometimes as...
27 March, 2015
Many people think that the secret to successful investing is to identify a trend and follow it.  The problem with this strategy is that identifying a trend is often only...
09 March, 2015
Sometimes a good analogy helps with understanding how complex things work.  The deeper appreciation of something familiar can be used to extend our understanding into areas which are superficially less...
24 February, 2015
If you only read one article from our website on how to invest successfully make sure it is this one.  Many people believe, and are encouraged in that belief by...
20 February, 2015
Within Walden Capital we believe in following the evidence.  When it comes to how much of your portfolio to invest in 'emerging markets' it would be fair to say that...
10 February, 2015
It is a core tenet of our investing philosophy that it is very difficult to pick 'winners' when comparing between the future stock market performance of two different companies.  However...
26 January, 2015
The one constant in economics and the performance of markets, is change.  Although it is something of a truism, the only thing surely predictable about the global economy is that...
15 January, 2015
The S&P 500 index in the USA is perhaps the world's leading stock index, and so how it behaves is both an interesting exercise in economics, and also critically important...
03 December, 2014
We do not believe that it is possible to accurately predict the future returns of markets.  That doesn't mean that many, many people won't continue to try, usually unsuccessfully.  There...
20 October, 2014
It only takes a few months of low volatility for people to forget that risk being correlated with returns is not always a one way bet, and that volatility is...
23 September, 2014
Every year analysts and media pundits try to guess predict what will happen over the next 12 months.  Every year most of them are wrong.  Here Jim Parker, Vice President...
10 September, 2014
Every day researchers, media, pundits, and investors look for new ways to achieve the seemingly impossible of developing a reliable way of predicting market moves, whether daily jumps or large...
09 September, 2014
If investors (any group of investors) could reliably time their investments for maximum return it would be easy for the rest of us to tell that their strategy was working,...
05 September, 2014
Many people think that unlike those peculiar and volatile equity investments, the fixed income arena is calm, rational, predictable, and benefits from the expertise that a 'star fund manager' can...
19 August, 2014
With stock markets showing no clear direction, and the global economy the same, there are calls to consider 'alternative assets' as a way to capture returns.  Here, Jim Parker, Vice...
24 June, 2014
Many commentators have claimed that the advent of ultra high speed trading is the end of the road for ordinary investors.  Here Jim Parker, Vice President at Dimensional Fund Advisers...
11 June, 2014
Most investors like certainty, and complain that they would invest more if there were more certainty, and the direction of the market were clearer.  Jim Parker, Vice President at Dimensional...
14 May, 2014
In investment, risk and return are related. In other words, the price of earning a return is accepting some level of risk. But not every risk is worth taking. And...
06 May, 2014
Sound Investing is not just about staying on the right path, it's also about avoiding the wrong path, which can derail your investment journey.  Jim Parker, Vice President of Dimensional...
23 April, 2014
Everyone loves a 'winner' - but not everyone can stand to lose.  Either you can get 'better' at being a winner, or learn to ride the right rollercoaster.  Jim Parker,...
02 April, 2014
Humans love patterns and have a tendency and capacity to see them where none exist.  Jim Parker of Dimensional Funds Advisers explains why this can be a bad thing Download...
20 March, 2014
The Philosopher Ludwig Wittgenstein once said that nothing is as difficult for people as not fooling themselves.  Fooling yourself about your investments can be very expensive.  Jim Parker, Vice President...
11 March, 2014
Warren Buffett is the stock pickers stock picker...  But is he?  Jim Parker, Vice President of Dimensional Fund Advisers looks at what the Sage of Omaha actually says about the...
26 February, 2014
Much financial news purports to be about the future but is really just an account of the past. As a result, many investors project what has already happened onto an...
25 February, 2014
The global fashion industry is fickle by nature, pushing and then pulling trends to keep hapless consumers forever turning over their wardrobes. Much of the financial services industry works the...
13 February, 2014
'Contagion Spreads in Emerging Markets as Crises Grow': That was a recent headline on Bloomberg, reflecting a spate of articles about a rocky start to the year in some developing...
10 January, 2014
2013 was going to be a stock market disaster.  Or was it?  With commentators making their predictions for the current year, we recognise there is only one direction you can...
17 December, 2013
Dimensional Fund Advisers have been kind enough to provide to us online their book of statistics.  With detailed data going back to 1955 this is the foremost reference material of...
01 December, 2013
It used to be the case that investors would try and 'win' in the markets by out thinking other investors.  In this publication from Dimensional Fund Advisers the proposition is...