Investing

globe of earth representing sustainability

The Sustainability Opportunity

By Isabelle Williams Senior Investment Strategist and Vice President   |   Marilyn Giselle Hazlett Analyst, Dimensional Fund Advisors Sustainability goes beyond reducing, reusing, and recycling. Today more than ever, investors are calling for sustainability opportunities, and markets are answering. But investing isn’t as simple as paper over plastic in the checkout line. For the investor who seeks to hold a

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scam warning of lock on phone

How to spot an investment scam: Information hygiene

The pandemic showed the power of a previously unknown virus to spread through the global population, threatening health and creating economic mayhem. But few people appreciate the power and ability of bad information to go viral in a similar way, endangering their wealth. Globally, regulators are warning of an increase in financial disinformation and outright

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graph of bonds in investment portfolio

Bonds: Why they should be in your portfolio

Bond markets have experienced a poor start to the year, with interest rates in many countries increasing and projected rate rises. It is a unique aspect of bond pricing that when interest rates rise, two things happen: In this regard, falling bond prices are felt immediately in portfolio valuations, while the higher expected future returns

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females talking about financial wellbeing

Our Commitment to Raise Financial Wellbeing

3 March 2022 As we recognise International Women’s Day on March 8, we celebrate all our wāhine at Cambridge Partners, but we’d like to shine a particular light on our female Financial Advisers. Three Advisers in our team are women who bring a depth of experience, knowledge, and empathy that provides an additional perspective to

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