Financial Knowledge Resources
Portfolio Optimisation in Excel
Portfolio Optimisation in Excel If you would like a copy of the Excel spreadsheet containing the data and analysis
Top 10 Microsoft Excel Tips
Excel is a fabulous programme. You can easily use it just as a calculator and scratchpad, but it is
Picking the Perfect Portfolio Post-Pandemic – Part 2
I wrote the first part of this blog around 8 weeks ago and left you with some food for
Adventures in biotech 3
Adventures in biotech 3 - Arix, the next twist in the saga… I’ve written before about what has
Picking the Perfect Portfolio Post-Pandemic – Part 1
Well, of course, there is no perfect portfolio post-pandemic, but I wanted a bit of alliteration so there it
The adventure in biotech continues….
What’s next… When we left off before my judgement seemed to have paid off at great speed! But this just
Capital City Training speak to Business Money: Bridging the gap with online financial training
Business Money Feature: Virtual Finance Training is key to planning your way out of Covid Do not
An adventure in biotech venture capital
We’ve blogged already about looking inside funds and having looked at some mainstream funds like Fundsmith and Tech funds,
How to cook up a storm and bankrupt a hedge fund
From the lockdown baking book of finance… Forget the lockdown sourdough baking challenge that has trended over the last
Diversity: is bias baked into your boardroom?
Last month, we blogged about the importance of avoiding cognitive biases in investment decisions. Such biases can also be dangerous
Visionary carmaker Iacocca offers vital management lessons for today
I recently read a 1985 copy of ‘Iacocca: an autobiography’ and was surprised to find many crucial and timely lessons
Volatile year puts investors at high risk of emotional errors
Extreme market volatility is underlining the importance to investors of staying disciplined and avoiding damaging emotional mistakes. Stock markets have
The sad waste of bright talent due to poor data visualisation skills
With data volumes growing 50 times in the last decade, using visualisation to present information effectively has become a critical
Under the bonnet of a fund
New Excel tools help investors see true value of funds Spreadsheet data extraction enables better fund holdings analysis – what














