Investing lessons from Euro 2020

Investing lessons from Euro 2020

Incredibly, amidst the most severe pandemic of our generation, a continental football tournament complete with thousands of baying spectators could still take place. And took place it did, with teams playing with the same audacity and swagger as the tournament organisers who pulled this off. England was on home soil and had a chip on […]

Investing lessons from Euro 2020

Value and small caps outperformance: Logic, Evidence and Cost

Value and small caps, to which the Dimensional equity funds in MoneyOwl’s portfolios are tilted, have been massively outperforming for more than 6 months since the third quarter of 2020. From August 2020 to February 2021, MSCI World Value Index returned 16.1% vs 7.8% for the MSCI World Growth Index, while MSCI World Small Cap […]

How to Prepare Your Child for Financial Independence

How to Prepare Your Child for Financial Independence

Happy 2021 and what a busy start to the year it has been! Just as we’re getting into the swing of things, i.e., getting balance in our work-life, recovering from the mini breakdowns for our children’s school arrangements and losing those extra pounds we put on over Christmas and New Year, it’s suddenly another festivity! […]