A guide to using Zoom

Last year, 2023, was a big year for stock markets. But what comes next?

I’ve noticed this whenever I start working with a new couple. There’s usually one partner who takes the lead. 

In this article, I’m going to put forward the argument that investment firms, wealth managers and fund houses are actually not doing anything particularly special. That returns are generated by a simple formula and that is the relationship between two broad assets, equities and bonds.