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Articles tagged with: Quarterly Review

Q3 2016 Review

Q3 2016 Review

Property vs. Capital Markets and the USA 2016 elections

As always in these quarterly newsletters, we try to bring you relevant and interesting insights without being too technical. The topics we choose are based on real discussions with clients and we hope you will find this review interesting.

In July, Pioneer Wealth Management was awarded “Best Israeli Wealth Management Team 2016” by CFI.co[1] – a European financial magazine and website. This comes at a time when we believe we have had an excellent year for clients so far. We firmly believe our approach and strictly fee based services, without conflicts of interest, are especially appropriate for these low interest rate times.

For those of you who would like to see some of the faces of the Pioneer people, we invite you to visit our Facebook page and check out the pictures from our 30 year birthday celebration.


[1] Capital Finance International

Q2 2016 review

Q2 2016 review

BREXIT, China, Gold and more

As I am writing this review I fear that by the time you read it, it will be very much out of date, such is the pace of flow of information following the Brexit “surprise”. At this stage, it definitely seems more like political turmoil than real economic turmoil. If there is one thing I have learnt over my 17 years in the wealth management industry it is that when the market is scariest and when the newspapers are using the most sensationalist fearful headlines - that is the time to buy not sell.

Q4 2015 Review

Q4 2015 Review

In early December, I had the pleasure of attending a Wealth Management conference in Zurich with some of Europe’s largest asset and wealth managers. There were many interesting discussions for both professional and end-client as we all had one thing on our minds – how to make money in 2016?! There are plenty of issues to keep us concerned and cautious as we actively seek opportunities. It is interesting to see how the entire industry grapples with similar issues of low returns, high levels of uncertainty and volatile markets – I have elaborated more on this issue below.

Q3 2015 Review

Q3 2015 Review

Wishing you Shana Tova in the financial markets and beyond!

The last quarter has been a painful one in global markets. August was one of the worst months we have had since the 2008 crises. It is one thing to talk about expected volatility but it is another thing to experience it (professional money managers are human too).

Please be assured that we are watching the situation very carefully to protect your investments and seek opportunities. This volatility has been a long time in the making and we have commented on this expectation in previous quarterly communications, explaining how we position ourselves to optimize the relative risk and return environment.

The consensus is that this volatility is here to stay, so we need to be disciplined and hold the course. We must be very careful not to make the classic behavioral finance mistakes of selling at the wrong time so we need to stick to our long-term plans.

Q2 2015 Review

Q2 2015 Review

This quarter has seen some relatively exceptional movements in the bond market and the resurgence of the Greek tragedy. The volatility has been a long time in the making and we have commented on this expectation in previous quarterly communications, explaining how we position ourselves to optimize the relative risk and return environment.

The consensus is that this volatility is here to stay, so we need to be disciplined and hold the course. We must do everything we can to avoid selling after a sharp drop in the bond market and stick to our long-term plans.