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News & Views



Avoiding Investment Bias: How to Make Smarter, More Objective Financial Decisions
Investment bias can quietly sabotage even the best-laid financial plans. From emotional decisions to overconfidence and crowd influence, these biases often lead to poor investment outcomes. This article explores how recognising and reducing investment bias can lead to more objective, disciplined, and successful investment decisions—especially when supported by model portfolio strategies.
May 19, 20253 min read


Weekly Market Review - 19-05-2025
Markets rallied this week with gains in the Nasdaq 100 and S&P 500, while the Dow dipped slightly. Moody’s downgraded the US credit rating amid concerns over rising debt. Inflation showed modest signs of easing, though uncertainty remains. The ECB may cut rates as trade tensions pose risks, while New York launched a $1 billion climate initiative. Wheat prices rose on favorable weather, and trade negotiations remain a key focus.
May 18, 20253 min read


ESG in 5 - Market Update & Sustainability News - 15-04-2025
This week’s ESG highlights include Converge’s $22 million push to decarbonise concrete using AI, Microsoft’s landmark biochar carbon removal agreement and sustainability tools for Azure users, and FedEx’s first large-scale U.S. investment in sustainable aviation fuel.
May 14, 20252 min read


ESG in 5 - Market Update & Sustainability News - 15-05-2025
Discover how leading global brands like Microsoft, Google, Air New Zealand, and L’Oréal are stepping up their sustainability commitments—through carbon removal, climate targets, and green innovation.
May 14, 20252 min read


April Monthly Market Review
Interest rate cuts in the UK and Europe, U.S. trade tensions, and shifting inflation trends shaped a volatile April. Discover how markets and sectors responded.
Apr 30, 20254 min read


Weekly Market Review - 29-04-2025
IMarkets rallied following a shift in U.S. trade rhetoric, boosting equities across the board. This week’s review explores the impact of easing tensions, inflation expectations, and central bank commentary. We also highlight major moves in commodities, ESG investment news from United Airlines, and the latest geopolitical developments involving Ukraine and Russia. Get insights into what’s ahead for markets with GDP and inflation data due in the coming days.
Apr 28, 20254 min read


The Future of Jobs and Financial Advice: What It Means for the Industry
The World Economic Forum’s Future of Jobs Report 2025 reveals how AI, climate change, and shifting demographics are reshaping the financial advice profession. Rather than replacing advisers, technology is enhancing their role, empowering them to deliver smarter, more personalised, and values-driven advice. Discover how forward-thinking firms like Clever are adapting to thrive in this new era of finance.
Apr 22, 20253 min read


ESG in 5 - Market Update & Sustainability News - 15-04-2025
In this week’s ESG in 5, Microsoft takes the lead with two major sustainability deals—boosting sustainable aviation fuel and carbon removal efforts. Viking Cruises unveils plans for the world’s first hydrogen-powered cruise ship, and TotalEnergies expands its global renewable energy footprint with acquisitions across Europe, Africa, and Canada. Stay informed with the latest ESG and sustainability news highlights.
Apr 14, 20252 min read


March Monthly Market Review
Global markets stumbled in March amid rising inflation expectations and renewed trade tensions. The Balanced portfolio returned -2.09% as U.S. tariffs sparked fears of a trade war, prompting caution among investors. While Europe cut interest rates and inflation cooled slightly in the UK, pressure remains on central banks. Equity markets were volatile, with tech and key Asian markets underperforming, while some financial sectors showed resilience.
Apr 1, 20253 min read


ESG in 5 - Market Update & Sustainability News - 01-04-2025
In this week’s ESG in 5, market challenges continue with the MSCI ACWI Universal down -0.54%. Meanwhile, major players push ahead on sustainability—Meta inks a 10-year carbon removal deal, Kleenex shifts to 100% renewable energy, Airbus recommits to hydrogen aircraft, and energy giants expand Norway’s carbon storage.
Mar 31, 20254 min read


ESG in 5 - Market Update & Sustainability News - 25-03-2025
ESG gains momentum with solar deals, carbon removal, green bonds, and verified CO₂ milestones in this week’s sustainability news.
Mar 25, 20252 min read
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