Blog
Willpower & Self Control in Volatile Markets
This blog overviews the tried and tested strategy of pound cost averaging. This strategy, combined with self-discipline and sticking to your investment plan can be beneficial for investing – even when markets are volatile.
The Russian Invasion of Ukraine: The economic fallout and market implications
While the situation between Russia and Ukraine remains extremely delicate and evolving at a daily rate, in this blog we give an overview of how the situation is impacting ebi portfolios and the economic impact on the market.
2021 Review
2021 was a year filled with uncertainty and anticipation and yet, developed markets came out with strong performances led by the S&P 500 which gained an impressive 29%.
Managing Inflation Risk
Over the past few months, headlines have been dominated by talks of inflation and stagflation.
Do passive ESG funds drive positive change?
Is a passive fund management approach accordant with environmental, social and governance (ESG) investing? The growth of both these trends has led to the question as to whether they are happy bedfellows.
ESG – another bubble waiting to happen?
From 17th Century tulip mania to the Dotcom bubble of the 1990s, asset bubbles are a recurrent economic feature, and the question as to whether ESG is “another bubble waiting to happen?” was recently posted on the EBI forum.
“May you live in interesting times”
In any given year, the task of sitting and condensing a year’s worth of undulations in the equity, bond, commodity and currency markets, and parsing through the myriad crosswinds of socio-political and macroeconomic forces that played out during the period, is an arduous task. In 2020, it became truly Herculean.
Samuel Adams Joins EBI
EBI Portfolios is delighted to announce the appointment of Samuel Adams (CEO, Vert Asset Management) as a Non-Executive Director, joining the company’s board in September 2020. Sam has a wealth of experience as a senior manager in the financial services sector, and particular expertise in ESG investments and presenting ESG solutions to advisers and investors alike.“We’re very excited to have Sam join the team at EBI” Craig Burgess, CEO, EBI Portfolios, “Our views on passive, factor-based and ESG investing are aligned, and we look forward to bringing Sam’s experience in this space back to the UK market.”“ESG investing is becoming a larger and larger part of our proposition at EBI, and Sam will be joining the team to aid in increasing the ESG elements of our portfolios, as well as liaising with our network of advisers; sharing best practice and advise on how to present an ESG solution to investors.”Previously, Sam started Dimensional’s Financial Advisor business in the UK & Eur…
