investment performance Archives - Wealth Differently

Tactics vs strategy — and why you might need both in 2025

So, the first quarter of 2025 has proven to be a bit of a wild ride… Not that wild, I’d…

Correlations matter

Last week, I conducted a one-off portfolio review for a client—a highly experienced and accomplished self-directed investor. Despite their expertise,…

2024: It’s a wrap

Today I wrapped up the last of my end-of-year client review meetings. This is my favourite time of year as…

When compounding goes wrong

Albert Einstein once said “Compound interest is the eighth wonder of the world. He who understands it, earns it; he who…

Decoding investment manager performance: insights from the latest data

A couple of weeks ago, the latest SPIVA data was released on the performance of institutional fund managers in the…

Market dip or downturn: what’s going on in markets

So, markets have been behaving weird this week. It all started on Friday night with the US jobs report revealing…

2024 market insights: a mid-year review and outlook

This year is flying by fast! I cannot believe we are already halfway through 2024 and steadily marching towards 2025…

5 tricks that investment managers use to hide their performance

The key to evaluating an investment manager is to try and figure out how they will actually handle your money.…

Is profitability overrated?

It’s easy to spot when a company is preparing to go public: their brand suddenly appears on every bus stop,…

When a fee structure is a conflict of interest

As an Outsourced Chief Investment Officer (OCIO) for high-net-worth families and individuals, I get to help my clients assess all…

Investment performance is not always what it seems

Another week and another interesting product crossed my desk. Unfortunately, this one proved to be interesting for all the wrong…

Why investments that charge a performance fee only are a bad idea

When investing, the fees you pay matter. Fee structures are important because they not only impact your returns but also…

What is going on in investment markets?

I have been in the ‘higher interest rates for longer’ camp for a while now and this week it felt…

Beware the imaginary performance of investments

I love my job as each week an exciting array of new investments land on my desk, and I get…

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High-Net-Worth Investment Insights

Tactics vs strategy — and why you might need both in 2025

Correlations matter

2024: It’s a wrap

When compounding goes wrong

Decoding investment manager performance: insights from the latest data

Market dip or downturn: what’s going on in markets

2024 market insights: a mid-year review and outlook

5 tricks that investment managers use to hide their performance

Is profitability overrated?

When a fee structure is a conflict of interest

Investment performance is not always what it seems

Why investments that charge a performance fee only are a bad idea

What is going on in investment markets?

Beware the imaginary performance of investments

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