Monthly Markets Update – May 2025
Is it all over? Unlike the famous football commentary, almost certainly not! Equities have strongly rebounded from April lows following Trump’s tariffs, first driving markets down with fears of a trade war, then optimism spreading with the announcements of trade deals. However no-one knows what tomorrow might bring, let alone the coming months, so risks […]
Diversifying an Investment Portfolio
Nothing worth having comes for free, but diversifying your portfolio comes close. Generally speaking a well diversified systematic investment fund or portfolio is cheaper and more consistent than an active and concentrated investment mandate. So why pay more for what is arguably less? At Walden Capital we believe that strong and effective diversification is one […]
E Smart Money – May / Jun 2025
Welcome to the latest issue of our digital financial magazine, ESmartMoney. You may not have noticed (if you’re living in a coal mine), but 2025 has been a bit of a year so far, and knowing where to turn, and what to do next has been a bit more of a challenge this year than […]
Guide to the Spring Forecast 2025
The Chancellor’s Spring Statement 2025
From the desk of the CEO
Our CEO shares his views on last year and his plans for this.
Interest rates are up: Is Cash now King?
Is cash king once more? Was it ever? We discuss whether the role of cash in a portfolio has changed with rising intrest rates.
Ten Christmas thoughts!
In this final article before the Christmas break, my initial thought was to write a ’12 days of Christmas’ knock off with a financial advice theme – but do you know how hard it is to get something that scans and rhymes, whilst making sense? Even the Financial Conduct Authority don’t help, by insisting on […]
AI – Not really artificial and only arguably intelligence.
Is AI an existential threat to humanity, or a cool way of entertaining ourselves at a party? or both? Read now to see what john Stirling of Walden Capital thinks.
The Chancellor’s Autumn Statement 2023
It’s going to be a few years yet before the extraordinary debt levels the country took on through the financial crisis or the pandemic begin to recede – 2029 according to ONS predictions, but things are perhaps a little better than expected, and the Chancellor has used the wiggle room provided to deliver what seems like a pre-election budget.
So, what does a good financial planner do? Or rather, what good does a financial planner do?
Read it again – it does make sense!
The historic view of financial advice that it’s all about picking funds, selling pensions, and generally keeping busy trying to be a broker might have had some validity many years ago (although I have my doubts), what we do has become much more valuable to clients.
These days a good financial planner focuses on the client; looking at your goals, your fears, and your plans for the future. It is more than a little like coaching when done well, and will challenge your views around money, and your relationship with it.
Is Crypto the future? Well, it’s probably a future.
Whether you’re a ‘crypto fan’ or a ‘crypto sceptic’ you probably have an opinion regarding digital currencies. It is an area of finance that grew from nothing ten years ago to rivalling the size of the UK economy in 2021 – before shrinking around 60% since the end of 2021. Here, our own John Stirling shares his views.