There have been some highly influential figures in the evolution of investing over the last 50 years. They include Jack Bogle, the founder of Vanguard who introduced the first retail index fund; the Nobel Prize-winning economists William Sharpe and Eugene … Continued

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Scotland Sevens international star James Fleming has clocked up more than 100 tries for his country, and still counting. He’s an integral part of Scotland’s professional squad, competing in the HSBC 7s World Series, taking in cities like Dubai, Cape … Continued

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Whether it’s the print media (principally the weekend money sections or investment magazines) or their online equivalents, there are plenty of places for investors to look for advice about investing. There are some excellent journalists out there, writing about personal finance, … Continued

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Although Carbon’s principles of evidence-based investing are founded on academic research dating back to the 1950s, new data is being produced all the time, providing us with an ever-clearer picture of how best to invest. The fund industry likes to … Continued

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10th March 2017

Scotland Vs England

In the build up to this weekend’s huge Calcutta Cup game between England and Scotland, it has been well documented that over thirty years ago, on the 5th of March 1983, a Scotland team last beat England at Twickenham. This … Continued

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You may have heard or read in the news that Standard Life and Aberdeen Asset Management have announced a merger. You might be wondering how this might affect you.  None of Carbon’s portfolios invest in any of Standard Life’s funds … Continued

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Of all the behavioural biases that hamper our performance as investors, arguably the most pervasive — and the most destructive — is overconfidence. Research has repeatedly shown that most people (and especially men) overestimate their investment skill. Confidence serves humans well … Continued

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Carbon Financial Partners was delighted to sponsor The Voice of Rugby Dinner in aid of The Bill McLaren Foundation at Prestonfield House Hotel in Edinburgh again on Friday, 24th February. This was the seventh Voice of Rugby Dinner that the … Continued

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The first and, to our minds, key point is that financial planning does not start with investments and products, or even with finances generally, but with who you are, what concerns you have, and what you want life to look … Continued

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Carbon’s investment philosophy is based on independent, peer-reviewed and time-tested academic evidence. But many investors prefer to rely on hunches and opinions, while some are even downright superstitious. In 2014, three academics looked at superstitious behaviour in the Taiwanese stock … Continued

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