June 2012

The Eurozone and Greece: A Client Update25th June 2012

Events in the Eurozone, particularly Greece's future participation in the currency union, have been the overwhelming focus of investors worldwide in recent months. Naturally, many clients are asking about their Portfolio Exposure to the countries at the centre of the crisis. Very kindly, Dimensional Fund Advisers - who provide the core holdings within our Portfolios have put together the following paper to help clients make sense of the situation.

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The Cost of Safety - 'Bunds' at Zero Interest Rate7th June 2012

You are not going to believe what I am going to tell you, so don't say you haven't been warned!

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Key Investor Principles1st June 2012

Whether you're an Investor in Belfast, London or New York - the same principles apply!

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