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With global stock markets in an apparently never-ending state of high volatility even some seasoned investors are beginning to wonder whether it’s worth continuing to invest in shares. Certainly people looking to invest new money long term are asking us whether now is the right time to invest.

In order to test the theory that a Balanced Portfolio of investments should perform better than cash over the long term, we have compared the returns over ten years from a simulated ‘Balanced Portfolio’ (with 60% in shares and property, 40% in bonds) against returns from cash. Looking at past returns cannot predict the future, but it can give us an indication of the likely characteristics of future returns. Read more →