• Published On: March 10, 2021|4.8 min read|

    Hedging and Currency Risk

    Exchange rate movements impact returns when a change in the value of one currency against another currency leads to a rise or fall in the value of an asset. [...]

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  • Published On: March 2, 2021|4.5 min read|

    Investing and Home Country Bias

    Home country bias happens when investors are over-exposed to domestic equities in their investment portfolio. Home country bias refers to investors' tendency to favor companies from their own country [...]

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  • Published On: September 3, 2020|4 min read|

    Goldilocks & the Bulls & Bears…. Is the Stock Market Just Right?

    Who would have predicted the stock market rising to record highs, in the middle of a recession, with US double-digit unemployment? At the close of March 2020, Warren Buffets Berkshire [...]

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  • Published On: March 1, 2020|3.1 min read|

    The Coronavirus and Market Declines

    The world seems to be watching with concern.The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective [...]

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  • Published On: February 27, 2020|2.8 min read|

    The Market Has No Memory..

    The below article is written by David Booth, the Executive Chairman and Founder of Dimensional Fund Advisers. I have worked in finance for over 50 years, and it seems [...]

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  • Published On: February 12, 2020|8.9 min read|

    The Pension Lifetime Allowance and the Non Resident Enhancement Factor

    I specialise in helping individuals maximise their pension savings. Helping them understand potential ways of reducing tax on their pensions. Jessica Cook LLB (Hons) DipFA ACSI To find out [...]

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  • Published On: November 19, 2019|3.3 min read|

    Do you have a Maltese QROPS? – The New Malta Pension Rules 2019 – What you need to know

    On 1 January 2019, the Malta Financial Services Authority introduced new pension rules to apply to all Malta pension schemes. There was a transitional period of 6 months but [...]

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  • Published On: November 19, 2019|4.6 min read|

    How a Discounted Gift Trust can help with Inheritance Tax Planning

    At outset of a Discounted Gift Trust, or DGT as they are commonly referred to, the settlor requests a series of regular capital payments payable for their lifetime, or [...]

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  • Published On: November 18, 2019|6.3 min read|

    Repatriating back to the UK? – The benefits of an Offshore Bond for UK expats.

    An offshore investment bond is a tax wrapper that can hold different kinds of financial products including stocks, shares, mutual funds and structured notes. There are many advantages to how offshore investment [...]

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  • Published On: November 15, 2019|4.3 min read|

    The Randomness of Global Equity Returns

    Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may [...]

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