LWM Consultants Blog

  • The Secret of Success March 19, 2019 - When it comes to sport, I have very little interest due to a low attention span! However, I am fascinated when the underdogs win, or when great teams emerge. There are many books on what makes a great team and what creates success but often I think the ingredients are simple. For a great team […]
  • May-day May-day March 01, 2019 - Fun fact. The international distress signal ‘Mayday’ was the invention of Senior Radio Officer Mockford in 1923 and is based on the French word ‘m’aider’ meaning help me. Little I’m sure did he realise how apt it would become in 2019. Anyway, in recognition of the vastly too long end of year report this one […]
  • What a difference a year makes January 07, 2019 - The 2017 review was a pleasure to write on the back of globally positive performance numbers. 2018 has been a tough one by comparison and requires a detailed analysis of ‘why?’ Apologies that this will not be a quick or jaunty read but at difficult times when confidence is shaken, it pays to reaffirm both […]
  • The Emotional Cost December 07, 2018 - A recurring theme of our market observations over the last couple of years has been the hugely uneven levels of market volatility. 2017 was unusually benign which everyone loved and 2018 has been full of volatility which everyone dislikes greatly. We know that over time markets will on average rise, because of the growth of […]
  • What do we do with our money when facing a dot-com bubble or 2008 scenario? December 07, 2018 - Over the past few months I have produced several blogs looking at investing, market timing, and risk and volatility. To end this series I want to focus on the key message behind everything we do, and how this should help through difficult times. The process We always talk about the method behind what we do; […]
  • “This time next year, Rodders, we’ll be millionaires!” November 26, 2018 - One of my favourite TV programmes is Only Fools and Horses. The immortal words “this time next year, Rodders, we’ll be millionaires!”, will forever be stuck in my head! In almost every episode Del had another money-making scheme; each time they never seemed to come to fruition. Ironically after all those years of scheming, the […]
  • Thoughts on Brexit November 16, 2018 - The last few days have finally seen Brexit go from the abstract to the very real and very fractious. There is now a divorce settlement on the table and very few like it, which was entirely predictable. As we have said previously, there are such divergently opposed camps and beliefs that any middle ground solution […]
  • Evaluating Values – Part Deux November 12, 2018 - This is the second part of ‘Evaluating Values’ and as with film sequels and second albums which tend to disappoint, please therefore lower your expectations of how useful and interesting this will be. In the first instalment, prior to ascertaining how shares can be valued to identify the ‘fair’ price, we started off by asserting […]
  • Market Volatility – causes and concerns November 06, 2018 - October has been a rough month for all global stock markets, with some decent downturns from 2018 highs. This blog hopes to address the concerns currently weighing on market sentiment and to examine whether they are transitory and emotional, or more fundamental. The biggest global concern depending on who you listen to, is either: US […]
  • Staying calm when investing October 11, 2018 - Our brains are naturally wired to avoid pain and seek pleasure. When there is so much information available to us, there is often a blur between truth and manipulation. Ultimately, we are often manipulated to desire things or have a certain point of view, whether it’s an advert for an aspirational item or a political/social […]