Long-term investment game pays better, says Adam & Company 22/07/2015 Adam & Company has launched its Mid-Year Investment Outlook 2015, highlighting the teams’ view of the key investment themes that are emerging as we enter the second half of the year. The publication provides insight into the strategies long-term investors should consider.
Managers over macro: Hargreaves' model portfolio solution 22/07/2015 Laith Khalaf, senior analyst at Hargreaves Lansdown, reveals the firm's philosophy behind their model portfolio solutions, placing less emphasis on asset allocation single digit risk-targeting, and more on manager selection and valuations.
China troubles are a buying opportunity 13/07/2015 At a time of financial and economic reform, China’s recent stock market bubble that appears to have burst since mid-June comes as no great surprise and if anything is a clear buying opportunity as the long-term investment case for the country appears more robust than ever.
Is the model for wealth transition planning broken? 07/07/2015 The current failure rate for family wealth succession plans is a resounding 70 percent according to author and chartered accountant Emily Griffiths-Hamilton, who believes the answer lies in the model we currently use for wealth-transition planning.
Cash is still king for HNWIs 06/07/2015 Developed market equities and fixed income have generated stellar returns since 2008 to 2009, especially over the past five-years. But rich investors with at least $1 million of investible assets still prefer to hold relatively high levels of cash, at least according to the Global HNW Insights Survey conducted as an adjunct of the 2015 RBC Capgemini Global Wealth Report.
June is currently the cruellest month for private client investors 03/07/2015 Forget about the “sell in May” mantra. June is a far worse month for private client investors, at least according to the private client indices (PCI) produced by Guernsey-based Asset Risk Consultants (ARC). Indeed it is easily the worst month of the year over the period from 2011 to 2015, both in terms of the number of times the indices have fallen as well as the size of the falls.