Tag: Insights

The Emperor's New Clothes

In the investment industry idioms abound. Everyone loves a new catchphrase as it generates interest and appeals to our curiosity. In 2016 several new words appeared that have already made an enormous impact not just on the investment landscape but politically and economically. “Brexit” and “Trumpism” are two words that are stirring emotions and passions across the world. [...]

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The E U Referendum

The UK referendum on EU membership is over and the result is now known. The campaign itself was bitterly fought and reasoned argument frequently gave way to emotion and passion on both sides. [...]

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Important Tax Changes - April 2016

Although pension freedoms grabbed the headlines in 2015, the Chancellor also made significant changes to the taxation of savings and investments. These changes will affect both existing and new investors and will need to be carefully considered. [...]

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Crisis, What Crisis?

Whilst global stock markets continued falling throughout January, one index, the VIX, rose by an impressive 10%. Unfortunately, investors cannot switch strategy and get on the VIX bandwagon, as the index, also known as the fear index, only measures the market anxiety levels. [...]

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At Last....... The Correction!

We have been advising existing clients to take profits from UK and US equities for some time, whilst advising new clients to sit in cash rather than investing at what we regarded as unrealistic valuations. [...]

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May We Live In Interesting Times - Chinese Proverb

Whilst events in Greece continue to dominate the media, it is China that should be giving more cause for concern. During the past year, Chinese equities rose by 100%, attracting thousands of new investors along the way. Margin finance enabled investors to borrow money to fund their equity investments. [...]

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This year we have been mostly taking profits!

The global financial crisis of 2008 caused considerable hardship and anxiety, but also created an attractive, long term buying opportunity. We took advantage of stock market volatility and our clients have benefitted from strong investment growth since 2009. [...]

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Grexit, Brexit or Fix It?

The effects of the 2008 global financial crisis will be felt for decades. It wasn’t just banks, but governments that were caught out by years of profligate spending. They say that every cloud has a silver lining but can that be true in this instance? The answer is yes, …. maybe! [...]

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Retail Distribution Review - The New World

In order to be able to continue to practice, all financial advisers must have obtained a certificate of professional standing that has to be renewed each year. They must undertake more structured continued professional development (CPD) and hold a CII Level 4 Diploma in Certified Financial Planning [...]

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