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Articles tagged with: brexit

Q1 2019 Global Market Review

Q1 2019 Global Market Review

Markets are strong: sell down and take profits or remain loyal to your asset allocation?

When markets are going up strongly as they did in Q1 2019, no one asks tough questions and most investors focus on other aspects of their lives. Strong markets make our jobs as wealth managers easier. The main question being posed on a daily basis is should we sell down and take profits or remain loyal to our long-term plans and beliefs. This is a valid and serious question, which is worth the debate. Last year, January 2018 was a strong month and the rest of the year was negative, particularly February and the 4th quarter. One has to ask the question if the gains from Q1 2019 are likely to be given up later in the year or not.

 Brexit and Corbyn: What should an investor from the UK do?

Brexit and Corbyn: What should an investor from the UK do?

A hard Brexit or a sharp fall in the value of sterling?

Winston Churchill once said of the British that they are a unique nation as “they are the only people who like to be told how bad things are.” The view of many experts these days is that it is difficult to accurately convey how much worse the financial situation could get for the UK in the coming years.

2017 Half Year Review

2017 Half Year Review

2017 half year summary & predictions

It has been a year since the Brexit vote. It is counter-intuitive that with the seemingly ever-increasing political uncertainty we have such strong positive market tailwinds. I remember very clearly taking phone calls from nervous investors who feared a repeat of 2008 due to the surprise vote. We recommended staying invested and undeniably, that was the right thing to do. If there is one thing I have learnt over my 17 years in the wealth management industry, it is that when the market is the scariest and the newspapers are using the most sensationalist fearful headlines - it is the time to buy, not sell.

Yearly Review

Yearly Review

2016 summary & 2017 predictions

2016 is history. Our sights are now set on 2017 and beyond, making sure we can manage both the known and potential risks and that our clients will be rewarded sufficiently for exposure to those risks. Overall, our view is cautiously optimistic and we will explain in more detail below.

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.