On the 11 Oct 2014 this Commentator warned (hopefully with a bit of humour) that the Commodities Market was “Oversold” * at least in the Short term) with Gold printing circa $11450 Current price 1215 Best see below
UK Equity markets have taken 6-7 yrs in May this year to recover Index levels last seen in 2007, so we thought we would take what might seem an unusual time and our ever present statistical, evidenced based, un-emotional look at markets and put down some numbers. By way of a historical reference Fig 1 […]
We liked these articles as they focus on the rapidly changing Adviser role. IFA Online: Who is Concentrating on Risk Exposure FTAdviser: Adviser’s Responsibility For Investment Suitability We think that the future lies with the Adviser that fills the gap between the client and their investment manager by taking responsibility for investment suitability and strategic […]
Last week I was in a meeting and as often happens the subject turned to personal experiences of investment advice and more accurately the investment supply chain. Unsurprisingly, the individual I was speaking to expressed their general disappointment with the adviser experience. In short, the risk profiling was done and an appropriate product was selected from the […]
As with all highly anticipated events the RDR has come and gone and we are left with the reality of what we are going to do for clients in terms of price and service, which hopefully results in value? It could be cheap or expensive but it must strive to be good value. Some individuals […]
Looking at a different theme this week, we are great advocates of a systematic approach to market analysis and the importance of differentiating between the use of evidence and making assumptions in decision processes across financial services. However, we are not slaves to the man versus machine argument and distinguish ourselves from “black box” technology. […]
Last week was a busy week for us and at each point of sitting down to consider our blog topic we were pointed in the direction of another comment or angle on the post RDR fee environment. As a result we are following on from the topic of our last blog on adviser and investment […]
While we are busy refining our own business offering and adapting to what we have learned over the last six months since we launched our website, we are seeing many finance professionals in the same boat. We are all attempting to smooth the communication process between client, adviser and investment manager. Without getting too philosophical, […]
It has been an interesting year so far and we are heading in to the final furlong with a number of key investment issues coming to a head that will affect your asset allocation decisions: • Is the Longer term Bull market in bonds and fixed interest over?; or • Will the equity rally become […]
We’re Social