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Investment Solutions
Through partnership with financial advisers, we offer a range of Risk Rated Model Portfolios. The portfolios have been built around a single core investor proposition: to preserve the real value of their assets over time and replicate selective asset performance at low cost.
Our Model Portfolios have been awarded the highest 5 Star Risk Rating by Defaqto. In addition, the portfolios are available on a wide range of platforms including Standard Life, Fidelity Funds Network Fundment, Aviva, Aegon, Zurich, Transact and Embark.
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The Trouble with Tariffs
The current trade tariff debacle finds its roots way back in history. The ‘Make America Great Again’ rhetoric has a form of restorative...

Andrew Thompson
7 days ago6 min read


Investment Update May 2025
Happy New Month! After falling more than 10% at one stage during the month, the S&P 500 index came to rest at the end of April down just...

ABP Team
May 75 min read


Rethinking Investment Risk in Retirement
Introduction Within the evolving financial advisory landscape, client risk profiling has progressed significantly. Today, it is...

Geoff Brooks
Apr 294 min read


Investment Update April 2025
Key Highlights: The Trump Administration’s accelerated domestic agenda signals a strategic retreat from global roles in favour of...

ABP Team
Apr 26 min read


Investment Update March 2025
Key Highlights: Market volatility increased in February, with the S&P 500 declining by 3% amid geopolitical uncertainties and economic...

ABP Team
Mar 55 min read


The Mar-a-Lago Accord
US debt hit an eye watering $36 trillion earlier in 2025. That’s 12 zeros! President Trump, his officials and swathes of economic...

Andrew Thompson
Feb 266 min read


From Numbers to Insights: The Role of Valuation, Liquidity and Technical Analysis in Modern Investing
Investment is fundamentally a behavioural exercise—"The time to buy is when there's blood in the streets, even if the blood is your own”...

Asim Javed
Feb 1810 min read


Investment Update February 2025
Key Highlights: US Real GDP growth reached 3.2%, exceeding global peers, prompting the Federal Reserve to keep interest rates on hold...

ABP Team
Feb 36 min read


Investment Update January 2025
Key Highlights: December saw record inflows into US equities , driven by optimism around domestic rebuilding policies. Valuations...

ABP Team
Jan 66 min read


Investment Update December 2024
Key Highlights The decisive victory of Donald Trump in the US presidential election has fuelled optimism in equity markets, driven by...

ABP Team
Dec 2, 20247 min read


Investment Update November 2024
October proved to be a roller coaster month for risk assets and portfolios overall as liquidity and positive sentiment raised valuations...

ABP Team
Nov 1, 20245 min read


Investment Update October 2024
No matter how the results play out, September’s 0.5% rate cut by the United States Federal Reserve will mark a turning point for markets....

ABP Team
Oct 1, 20245 min read


Investment Update September 2024
Gone are the days of a gentle August it seems. During the month, for a short period, equity market volatility denoted by the VIX Index...

ABP Team
Sep 2, 20245 min read


How big is your debt mountain?
We are programmed from an early age to know debt as a bad thing. Consequences of uncontrolled debt can undoubtedly bring ruin at a...

Andrew Thompson
Aug 5, 20248 min read


Investment Update August 2024
Events surrounding the forthcoming US election and their implications pushed and pulled markets during July for the first time in several...

ABP Team
Aug 1, 20245 min read


Sustainable Investing: Embracing the Future
‘It is cyclical but, over the long term, sustainable investing and corporate engagement improve investment returns say the CEOs of Robeco...

Sarah Warner
Jul 22, 20248 min read


Investment Update July 2024
A confluence of the business and debt refinancing cycles and some subtle electioneering from the US Treasury in the form of fiscal QE...

ABP Team
Jul 2, 20245 min read


Investment Update June 2024
May proved a more positive month than April for risk assets. Notably, industrial commodities surged ahead with mainstream equities...

ABP Team
Jun 3, 20244 min read


Investment Update - May 2024
Overall, April marked further progress at portfolio level, although it must be noted that volatility made an unwelcome return. In a...

ABP Team
May 7, 20246 min read


Investment Update April 2024
The first quarter 2024 has been positive for investors in Alpha Beta Partners portfolios. March witnessed some important milestones –...

ABP Team
Apr 4, 20245 min read

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