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. [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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. If you listen to the news, however, some countries may [...]
Published On: November 12, 2019|1.4 min read|
Q3 2019 Market Review
With the blink of an eye, we’re well into into the final quarter of the year. We all hope the miserable stock market performance of last December will not [...]
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In partnership with AES Financial Services Ltd which is Authorised and Regulated by the Financial Conduct Authority under registration number 464494. You can check this on the Financial Services Register at http://register.fca.org.uk.
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