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Articles tagged with: investments

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.

How can one signature put you at financial risk?

How can one signature put you at financial risk?

What you need to know about the Qualified Client declaration

Most investors in Israel who were raised in English-speaking countries are familiar with the concept that the professionals they receive financial advice from must be properly trained and be under the supervision of a national regulatory body. That’s the case in Israel too – with licensed practitioners being supervised by the Israeli Securities Authority – but there’s a glaring loophole that many experts fear is being utilised on unsuspecting clients.

 

2018 Markets Review

2018 Markets Review

2018 summary & 2019 predictions

I am writing to you during our office move. Workers are all around busy packing and unpacking boxes. We have been in our old building for 10 years. At the time we moved in there, the S&P was about 880 points and the Dow Jones was about 8300 points. Since then they have gone up by 242% and 244% respectively. Even after a tough year and pretty awful 4th quarter, the long-term gains are impressive. It may appear as though it was easy to make money however; there were plenty of reasons to be concerned along the way. When we said to clients over the years "focus on the long term", so far, we have been right.

As I tidied my office for the move I found a collection of year-end predictions for years gone by written by some of the highest paid experts in the world. Some were right some of the time; many were wrong most of the time… Some were right in the longer term and very wrong in the short term. It seems no one has the perfect crystal ball. 2018 rollercoaster has been no different but more on that below.

We look forward to hosting you in our new offices at the Amzur building.

 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.

2018 Half Year Review

2018 Half Year Review

2018 half year summary & predictions

Our first thoughts after seeing Germany’s early exit from the FIFA world cup was that we place too much reliance on Germany for the strength of the Eurozone and maybe we should exercise more caution when allocating money to Europe. The FIFA World Cup has many positive messages for the global economy and we must not be too quick to focus only on the negatives.

2018 so far has been a difficult year for asset allocators, like Pioneer. Across the industry, returns have been difficult and disappointing in absolute terms. In this review, we will try to explain what is happening.