Brexit – an Asset Management Deal
With Brexit less than a month away and no deal signed at time of writing, even the most optimistic remainers have to accept that a no-deal Brexit is, at least, a distinct possibility if not a strong probability (although, even at this point, it’s not the only potential outcome). That’s the bad news. The good news is that while the [...]
Bitcoin and the Asset-Management industry
If success were measured in media coverage then Bitcoin would arguably be the most successful payment method in the world. Unfortunately for Bitcoin, it isn’t, especially when the media coverage in question is drawing attention to meaningful shortcomings which will need to be addressed if Bitcoin is to have any realistic chance of becoming a mainstream payment method. The story [...]
Are millennials misunderstood by the wealth industry?
It can seem that everywhere and every time you look, long-established processes are being converted from analogue to digital and the financial-services industry is very clearly at the forefront of this development. For better or for worse, what used to be standard “over-the-counter” transactions such as making deposits or withdrawals are now routinely carried out either via enhanced ATMs or [...]
What do new FCA rules mean for asset managers?
Anyone who has paid attention to the news over recent years will doubtless have noticed that regulators of all kinds are pushing hard for businesses to demonstrate maximum transparency towards those who use their services. They might also have noticed that the definition of “business” can be very broad, for example, the Competition and Markets Authority is now putting social-media [...]
Understanding Diversification
The new tax year begins on the 6th of April each year, a time of year when many people are in the mood for a general clean up of their lives from spring cleaning their homes to decluttering their computer files and reviewing their finances. As a result, every year, the media, both traditional and online, fills up with article [...]
Making The Most of a Tax Break
January through April is probably peak season for taxes with the self-assessment deadline being January 31st and the tax year ending on April 5th, thereby putting a metaphorical alarm clock on people wanting to make the most of any tax allowances for this tax year. With that in mind, here are four tax breaks you should try to use to [...]
What’s happening in global equities?
Stock market graphs can be a classic example of graphs which look impressive but can be very misleading. This is because, at the end of the day (or at the close of trade), stock market graphs are, to a large extent, representations of market sentiment, rather than expressions of fundamental data. A case in point is the U.S. stock market, [...]
The Turtle Traders
The movie Trading Places was released on 9th December 1983. The story of the film is that two wealthy investors (the Duke brother) have a bet on whether successful investors are born or made. To determine the winner they engineer a spectacular fall from grace for a top trader and replace him with a down-and-out with no previous experience whatsoever. [...]
Don’t Fear The Highs
Successful investing means keeping a level head in all market conditions, including the peaks and troughs, both of which can be unnerving, albeit for different reasons. When stock markets plummet or just plateau, investors can feel nervous about just how long this downturn will last and what impact it will have on their income and/or their prospect for capital gains. [...]
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