Understand how to optimise your investment portfolio, and seek-out fresh investment ideas.
Step 5 looks at how to make your investment strategy as good as it can be. When is the right time to sell, for example, or what happens when your financial goals change.
Once you have taken the plunge and made your first investment, it’s a good time to take a breather and look at your overall strategy.
Here we consider how to manage your investments once you have made them, and some of the key documents investment managers produce to keep you informed.
Stock markets tend to move in cycles which can impact on when and what you invest in.
Here we cast an analytical eye over different geographies, asset classes, styles and company sizes, exploring each in detail and examining the investment case.
What’s happening in the world of investing right now? We look at current investment trends and how they may be impacting where you invest.
There are lots of different styles of investing – some come and go, and others endure over time.
A range of investors talk about their different investment experiences.
The key bits of (unavoidable!) jargon used in this Step, busted!
What's in this Step?
Understand exactly the difference between saving your money and investing it. Step 1 is the very beginning and we will help you understand the pros and cons of saving and investment, ways of doing both, and the key concepts of inflation and interest rates.
What's in this Step?
Understand the key risks with investing and how to manage them. Step 2 will help you with a tricky topic: risk. All investing carries risks, where are essential if you want to make a return. Find out why, and the simple ways to manage them properly.
What's in this Step?
Understand exactly what you want to get from investing. Step 3 is to help you clarify your financial goals: perhaps you want to plan for retirement, save for a house, or build a nest egg for your children.
What's in this Step?
Understand the different types of investments in the market. Step 4 explains the options you have, and how they differ. We also look at fees, and the impact they can have on your returns.
What's in this Step?
Understand how to optimise your investment portfolio, and seek-out fresh investment ideas. Step 5 looks at how to make your investment strategy as good as it can be. When is the right time to sell, for example, or what happens when your financial goals change.
