Chadwicks Insight

Sharing things we have found interesting, surprising or that simply make life better

As a learning organisation we are keen to share our knowledge - and anything else that we've enjoyed.

Read the latest from our blog...

14 July 2023

The Big Picture

The post-Covid period has been a frustrating and often concerning time for investors who have seen poor returns against a backdrop of rising inflation and interest rates. In this note, James Bacon, one of our associate directors, reminds us of the importance of standing back to see the big picture.

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1 June 2023

Buccaneers of The Financial Market

There are many hidden secrets waiting to be discovered and since ancient times, the allure of finding hidden treasure in unchartered territories has captivated the human imagination. Many courageous explorers have ventured into the depths of the ocean to try and unearth these precious treasures, but many have failed. In many ways, financial markets share many conceptual similarities with the ocean - mainly that markets are also deep and liquid. But thankfully, we seem to know a lot more about markets than we do about the ocean.

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2 May 2023

Don't be Amazed - Succession can be Successful!

I’m not really sure if I like mazes. Hampton Court was my nemesis – the grim realisation, as I found myself at yet another dead end, that although I knew there must be a way out there was no guarantee I’d find it.

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28 April 2023

Steady On!

Perfection is the sum of doing lots of little things well. As professional investors we are obsessed in the pursuit of finding that extra 0.01% to enhance the future outcomes for our clients. While we have various investment strategies, one of the simpler and more noteworthy techniques we use is proactively rebalancing each of our clients’ portfolios. 

Find out more about Steady On!

Watch our latest videos...

14 November 2023

Grow Your Money Masterclass recap

Watch now...

1 September 2023

Know Your Money

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22 March 2023

The 2023 Spring Budget

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30 January 2023

2022 - what it meant for retirement income prospects

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Insight. the ability to perceive clearly or deeply the inner nature of things.

Stories about people and things that we enjoyed...

20 December 2020

The long-term drivers of return in financial markets and economies

In this Research Note James Bacon and Lee Nguyen explore the factors driving growth and the implications for our investment process

Find out more about The long-term drivers of return in financial markets and economies

1 October 2019

Fifty shades of green: the world of sustainable investment

Investment Analyst Radostina Dencheva contributed an article on the future of socially responsible investments to the recently launched publication, 'Visions of a Sustainable Future.' (2019). This collection of thought pieces form a multidisciplinary perspective on the key challenges and transformations facing us all in ensuring a sustainable future.

Find out more about Fifty shades of green: the world of sustainable investment

4 September 2019

Libby Toms: My Month at Chadwicks

We enjoy having young people working with us to gain experience of work in the 'real' world. Some are here for a week, some for longer. Libby spent a month with us over the summer and here are her reflections.

Find out more about Libby Toms: My Month at Chadwicks

27 February 2019

A World of Milk

Content Consultants, are committed to developing a full understanding of their target audience as the first step towards building the perfect solutions for their needs. As such, they conducted focus groups with women to learn more about what was preventing Mexican women from breastfeeding. The women told them that advertisements had convinced them that formula milk is better than their breastmilk. What a topsy turvy world!

Find out more about A World of Milk

5 December 2018

Ormiston Families MPower Project

During 2018 we've been supporting Ormiston Families' MPower project that supports parents who have had a child taken into care. The Mpower project has made a significant impact on the lives of vulnerable women who are largely forgotten in society. The grief and loss they suffer on top of the other challenges they face in their lives is hard to bear.

Find out more about Ormiston Families MPower Project

5 November 2018

A hut at night? Shepherd's delight!

For those fond of glamping, the answer can be delivered to your doorstep in the shape of an English Shepherd Hut, and you don’t have to tend a herd of sheep to get one. The huts combine the timeless traditional charm of a historic hut with countless modern innovations to make them both beautiful and functional.

Find out more about A hut at night? Shepherd's delight!

18 October 2018

The Funding Conundrum

For our May 2018 Insight Masterclass we were delighted to be joined by Nick Harding. We have worked with Nick for over twenty years and watched him build a series of successful businesses, starting with a management buy-out of a division of Rank in 1996.

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23 November 2017

Vanessa Pooley

Leonardo da Vinci, Pablo Picasso, and Andy Warhol are a few of the artists said to have had dyslexia. Vanessa Pooley, the Norwich-based sculptor, feels it can be alienating...

Find out more about Vanessa Pooley

Upcoming Masterclasses...

2023 - what it meant for prospects in 2024

9 January 2024

2023 is another year many will be glad to see the back of. As we go into the new year, this session will look back over the last 12 months before moving on to consider some positive aspects that suggest we may have turned a corner as we enter 2024.

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Introducing Behavioural Economics

8 February 2024

Theories from the field of Behavioural Economics are being used increasingly by governments, regulators and companies to 'nudge' us towards the right decision - in their eyes at least. This session explores the foundations of this emerging field of study.

Find out more and book