Fund costs, like interest expense, have a compounding effect over time. They can have a significant impact on investment returns, one that’s not always easy to discern.

This is an outstanding conversation with valuable interpretations and broad views to help us understand the context around the invasion of Ukraine.

It wasn’t, it turns out. And listening to St. Louis Fed President James Bullard speak yesterday provided evidence in its clearest form that this a genuine monetary tightening phase …

As part of the Government’s health and social care plan, the rates at which dividends are taxed are to increase by 1.25% from 6 April 2022.

This is our monthly round-up of news and developments that might just stand the test of time.

There is a startling gulf between people’s growing concern about climate change, and their low level of knowledge of how their pensions are invested. People are generally unaware of the extent to which their pension pots are contributing to environmental damage.

If you’re preparing for retirement, there are a number of financial and emotional factors to consider. Careful retirement planning will allow you to enjoy decades of prosperous and peaceful living

Here are some useful tools and calculators that allow anyone to build a clear picture of what needs to be done.

Inflation might be a problem at some point in the future. Seemingly, just not yet.The striking uptrend in inflation gained further impetus last month, with US core prices, excluding food and energy, rising by 3.8 per cent over the past 12 months to May, the fastest rate in nearly 30 years.

The rush to net zero shows zero sign of slowing down. In fact it is accelerating, which it so patently needs to do. Yet as Pilita Clark in the FT points out eloquently this week, the fundamental building blocks for achieving anything close to a low carbon world within a generation are simply not in place: ‘Yet for many businesses, the rush to net zero looks like a looming car crash.

Sustainable investment strategies in the US alone grew by 42% from 2018 to 2020. But while the growing acceptance of these strategies has been impressive, confusion still persists about what exactly constitutes ESG or sustainable or responsible investing, how it informs investment decisions and its potential impact on returns.

It’s an important question. In a world of very low interest rates, and with the potential for future inflation, there is a scarcity of choice of where to invest.

This new note on large cap tech, from Novel Investor caught our attention, not the first on the topic.

The global rush for safer assets has led to a significant rise in global, negative-yielding bonds, after declining for six months. The total of negative-yielding debt remains well below its high of more than $17 trillion in August, now standing at $12.4 trillion.

New data from Bloomberg estimates the chance of a U.S. recession at some point in the next year is just over 1 in 4. That’s higher than it was a year ago but lower than before the last recession.

General Eisenhower once said ‘In preparing for battle I have always found that plans are useless but planning is indispensable.’