Sunday, February 12, 2017

Passively Managed has The Edge and is far from Average

Everyone (apart from active mangers) knows that actively manged funds are most likely to underperform. Over the past 5 years some Read More >>

Thursday, December 01, 2016

The SFC has "Cost Concerns"

Hong Kong's fund management industry is in the spotlight. The SFC are taking a very close look at fee and the banks' distribution dominance... Read More >>

Monday, November 28, 2016

Index vs. Active - The Scorekeeper

SPIVA keep score on the index vs. active debate as it unfolds. Everyone needs to know about SPIVA. Do you? Read More >>

Monday, November 28, 2016

Pension Professionals and Evidence-Based Investing

Keeping costs low and evidence-based investing work well together. Pensions and Investments take a look at Evidence-Investing in this graphic piece... Read More >>

Thursday, November 10, 2016

Election News: Stocks STILL Reward Patience

Big media events and market volatility make us all jittery. Here's some perspective that will help us all control those pesky behavioral tenden... Read More >>

Wednesday, November 02, 2016

The Low-Cost Revolution

There has been much press of late about the transition from active funds to passive funds. Understandably the active world has pushed-back against ... Read More >>

Friday, October 21, 2016

Low-cost investing with ETFs

An interview with The Edge Malaysia on Low-cost investing with ETFs. Everyone wants to hear about the two powerful trends that are reshaping t... Read More >>

Tuesday, October 18, 2016

The Great Migration

In the last few years Private Capital Limited has steadily been exiting traditional active funds in favour of lower cost passive funds. In our Q... Read More >>

Tuesday, August 09, 2016

Are Markets Efficient?

Eugene Fama and Richard Thaler, both professors at The University of Chicago Booth School of Business, go head-to-head and debate the question: ... Read More >>

Monday, June 27, 2016

Which funds outperform their benchmarks over time and why?

Dimensional Fund Advisors’ recent study asked this very question and provided a summary of their findings a short video. They do this stud... Read More >>

Thursday, May 26, 2016

Pension Scams: Over 55s at heightened risk of fraud

Yesterday the UK’s financial regulator (FCA) issued a stark warning regarding the increasing risk of retires being scammed via investment ... Read More >>

Thursday, May 26, 2016

Hong Kong's Love of Expensive Life Insurance

Coming from a developed market economy and being fortunate enough to have acquired my first property shortly a... Read More >>

Thursday, April 28, 2016

Why Active Management Can Come Up Short

In the QE era, passive investing looks to have come out on top of active management. Primarily, passive investing is less expensive than active ... Read More >>

Wednesday, April 13, 2016

Final Salary Pension: Why pay for a transfer analysis?

We are pleased to be able to offer interesting technical ... Read More >>

Wednesday, April 06, 2016

US QROPS and SIPPS

We are pleased to be able to offer interesting technical insights from our specialist pension partners in Europe, TailorMade Pensions.

Read More >>

Wednesday, April 06, 2016

1Q16: Fear and Greed

As far as the markets were conce... Read More >>

Thursday, March 31, 2016

Scam Alert: Fake pension advice fooling millions!

"Common pension scam warning signs are missed by nearly ... Read More >>

Thursday, March 24, 2016

Unaffordable Housing: Offshore buyers, Open Markets and their impact on Protection Planning

There is a piece on Bloomberg today focusing on the impact of offshore property buyers and in particular those from China. The piece is titled: ... Read More >>

Thursday, March 10, 2016

Hello! Welcome to our new blog, The Blog.

The Blog will be home to our collective thoughts and views on any topic that excites us. 

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