What qualities does the Fidelity fund manager look for when investing in Europe..??

Fund pickers highlight 3 underappreciated funds across global markets.

Access these funds via Ethical Offshore and save on your costs.

Traditionally, elections and political events have caused short-term volatility but have not substantially altered market trajectories.

Will this continue in 2024..??

A 1% allocation to bitcoin in a 60/40 portfolio could have added an annualised 0.67% to returns over the last 11 years.

Speak with us to learn how cost effective and easy we can make it for your Bitcoin investment.

There are many ways to build an investment portfolio.

FundCalibre explains the Core Satellite method of portfolio construction

The ‘Magnificent Seven’ have been knocked off their perch but do their less frothy valuations make them a more attractive prospect..??

Investment Charges – How much is it really costing you & your future.

Our simple solution keeps more of the investment growth in your pockets which increases your wealth

From peaks to plunges: guide to market volatility

FundCalbire analysing the stock market surge and slip of 2024

After markets dove on US recession worries, Trustnet finds out where the worst losses were borne on Monday’s trading sessions.

Market volatility pits the bulls against the bears….

Speak with Ethical Offshore if you have concerns with your current investment holdings – Socially Responsible Investing / Ethical Business Standards

With a rout taking place in global equities, Trustnet finds out what the ‘experts’ think is behind it.

Speak with Ethical Offshore if you have concerns with your current investment holdings – Socially Responsible Investing / Ethical Business Standards

Weak US jobs data sparks recession concerns.

S&P dropped 1.85% on Friday following the report & Japan’s Nikkei dropped over 12% on Monday – Has the Fed been too slow to act..?

A calm market amid a landslide.

So what is install for UK markets and investors going forward.

Should investors now include Bitcoin as part of their holdings for a truly diversified portfolio…??

Speak with Ethical Offshore to learn how this can be done in a regulated and cost effective way.

So how has one of the largest equity funds performed so far in 2024…??

Click on this article to read the semi-annual letter to shareholders from Terry Smith.

You’re likely to be thinking, ‘will the forthcoming general election impact me, my investment portfolio, and the confidence in my financial future?’

Canaccord Genuity WM discuss the 3 reasons why they believe the UK election is unlikely to move markets in a major way

The veteran manager of the GBP 24 Billion Fundsmith Equity Fund, calls for improvement in transparency and choice…amongst others.

Being a popular and widely held fund in retail investors portfolios, this brief interview with Terry Smith will provide clients further insight in to how he manages this fund, which has been so successful over the years.

Investing in technology is investing in the future.

But as this article highlights, there is more to it than just the IT sector. Speak with Ethical Offshore to see how you can access the investment opportunities in the exciting technology sectors.

How could the 4 July general election affect savings and investments?

This Trust Net article summarises some of the issues that may cause concern for UK portfolios and retirement strategies

Experts reveal what signals retail investors should monitor to avoid pitfalls with their fund selection.

Speak with Ethical Offshore if you have concerns with your current fund holdings – Socially Responsible Investing / Ethical Business Standards

A +95% return over the past 5 years…. impressive, but the road to this growth has been anything but smooth.

We look into the Baillie Gifford Positive Change fund.

There are plenty of logical reasons why investors might want to shift out of stocks but the data tells us not to.

Why it is important investors take a long term, quality approach with their wealth accumulation….. and Ethical Offshore can provide guidance on this.

In the landscape of technological advancement, 2023 emerged as a pivotal year marking the widespread adoption of artificial intelligence.

So what do the leading Fund Managers think….. read their comments in this FundCalibre report.

Flexibility & Security…..

Speak to us to see how the flexible Ardan Platform can assist you in managing your wealth as well as your Estate & Succession Planning requirements

World Water Day…..

In this article fund manager Simon Clements of the Sustainable Future Investment team discusses just how vital it is for life and why improving the management of water is a key investment theme for the team.

The gold price reached a record high earlier this month. But is this only the start of the next bull run in the precious metal.

Speak with Ethical Offshore to see how you can access the funds mentioned (plus many more) in a very cost effective way.

We need to stop kidding ourselves – our forecasting is dreadful.

Why it is important investors take a long term, quality approach with their wealth accumulation….. and Ethical Offshore can provide guidance on this.

Should investors be concerned that the UK has entered into a technical recession..??

Speak with Ethical Offshore to see how you can diversify your portfolio to reduce your risk….. and lower your fees.

Guinness Global Managers provide their views and forecasts of the Sustainable Energy sector for 2024.

Get low cost access to their Sustainable Energy strategy via Ethical Offshore Investments.

FundCalibre provide an article from their Asian & Emerging Market analysts, on 5 Asian Funds for the Year of the Dragon

Speak with Ethical Offshore to see how you can access the funds mentioned (plus many more) in a very cost effective way.

Falling inflation – Falling rates and Fiscal repair… the backdrop the developed world is aspiring too.

Alison Savas from Antipodes explains why there is a lot to like with investing in Brazil

Xavier Blaise, financial adviser for OIBME Asia Ltd, provides an article to explain a simple and cost effective way of investing in Gold.

A recent article from Fund Calibre and their thoughts on how ESG investments may perform in 2024

Speak with Ethical Offshore and explore the wide range of high quality Social Responsible Investments that are available, and can be accessed commission free.

A study by Orbis Investment counsellor Rob Perrone has shown that investors that misunderstand the benefits of good diversification could be costing them between 1.8% – 3% of performance annually.

Speak with Ethical Offshore now to make sure that your portfolio is not only well diversified, but also using the most cost effective funds.

An article from FundCalibre, where specialist Global Fund Managers provide insight on where they think the trends are for 2024.

Speak with Ethical Offshore to see how you can access the funds mentioned (plus many more) in a very cost effective way.

Investors should navigate the volatile cycle of exuberance and disappointment by diversifying across the whole transition to a sustainable economy.

Read the article published by TAM Asset Management

So far this year, cybercrime has cost businesses worldwide over $ 8 Trillion….

This guide is designed to help you identify & prevent attacks by explaining the steps you can take to protect your business & your customers

With oil prices reaching their highest levels since November 2022, Wisdom Tree look at what could influence further rises…. or a significant pull back.

Speak with us to learn about the many investment tools available to invest in both a rising or falling oil market….

Trustnet: Experts explain how to assess whether a fund is too expensive or not and cap their spending limit on charges.

We encourage investors to query the charges they are paying & speak with Ethical Offshore to see how you can keep more of your investment growth, in your pocket..!!

Ockendon solar farm to generate enough clean electricity to power the equivalent of 15,000 homes

Want to invest in Solar Energy – speak with Ethical Offshore & find out about the many opportunities available.

In this latest edition the Guinness Sustainable Energy Fund report, the Managers provide their views and forecasts for this exciting sector of the market.

Trustnet looks at the likely implications of the BoE’s latest interest rate hike.

This could be quite favourable for retirees taking out annuity pensions……

Gold is on track to hit a new record high of $2,225 per ounce by this time next year…. according to WisdomTree.

Speak with Ethical Offshore to see how you can get access to physical gold with very low costs.

News for the month of June 2023 from the managers of the Active Solar Fund.

Contact Ethical Offshore Investments on how to get exposure to this exciting energy transition….

Bestinvest’s Adrian Lowery warns of seven key investing sins that should be avoided.

And Ethical Offshore Investments is here to help….

It’s not often the Swiss Central Bank makes headlines. It is even more rare that bonds are a subject of breaking news.

What happened? Why was it a shock? And what does it mean for bond holders? We try to explain…

The UK chancellor has just delivered his first Budget.

Here’s what he said.

Wind is the second most significant renewable power generation source.

In this March 2023 edition the Guinness Sustainable Energy Fund report, the Managers provide their views and forecasts for this exciting sector of the market.

An article from FundCalibre outlines some of the most common errors that can deal a punishing blow to your investment portfolio.

Today, the environment could be far more favourable for this area of investment.
Peaking interest rates, a weaker dollar, falling energy prices, and a more normalised economy in China, could bode well for the asset class in 2023 and beyond.

One of the few things that we can be certain about is that the future is uncertain….

Mike Fox, head of Sustainable Investing at Royal London AM provides his views on different scenarios facing investors.

2022 was another extraordinary year for investors…

In Outlook for 2023, the investment managers of Royal London AM consider the key risks & opportunities that may be encountered in the year ahead.

Energy security replaced decarbonisation at the top of government policy agendas in 2022.

Read the 2023 outlook report from the managers of the Guinness Sustainable Energy Fund.

As investors look forward to 2023, Trustnet finds out what returns are needed for them to recoup the falls in their funds last year.

In the past, death benefits on UK pensions were often seen as complex and associated with punitive tax charges.

However, since 2015 a lot has changed…… and for the better too.

With valuations for many companies now at historical lows, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, outlines why he believes China offers compelling investment opportunities over the coming year.

With many looking to income this year, Trustnet finds out which funds the experts are backing.

Experts give five options for investors who are willing to stomach short-term losses for the potential future rewards.

Asia is a fascinating place in which to invest.

It’s home to hundreds of outstanding companies in some of the world’s fastest-growing countries.

The emerging economy is the latest Asian nation after Sri Lanka to be hit hard by spiralling inflation and currency weakness.

Should expats living in Laos be concerned with their local investments…??

More than a $1 trillion was wiped off the value of cryptocurrency markets in the last six months, ruining countless lives and prompting insiders to speculate that the Bitcoin bubble may finally have burst.

Its that time of the year again when investors wonder: “Should I sell in May and go away…??”

High-growth tech stocks were already getting pummeled before Russian’s invasion of the Ukraine. The skid has only gotten worse.

This CNBC article highlights some of the biggest losers…

A handful of funds with large exposures to Russian stocks now have large portions of their portfolios deemed illiquid following the Russian central bank’s block on the sale of local stocks by foreigners.

Volatile markets can be challenging.

With that in mind, here are five pieces of advice from Berkshire Hathaway Chairman Warren Buffett.

Comments on the 2022 outlook for Sustainable Investing from Royal London Asset Management’s Mike Fox.

The Royal London Asset Management has been walking the walk in ESG for longer than most others – and providing investors with great returns along the way

Citywire Ratings Radar discuss what makes him the King of ESG investing.

New Income Structured Notes available – up to 10%pa paid quarterly

Options for the income investor during this period of low interest rates and higher volatility.

Investing in Innovative Companies…

Lawrence Burns, deputy manager at Scottish Mortgage Investment Trust, sat down for a webinar with Citywire to discuss growth stocks, volatility, and why the progress of Moore’s Law remains a positive for innovative companies.

The Bank of England has raised interest rates from 0.25% to 0.5% in its first back-to-back hike since 2004.

Claire Shaw, Investment Specialist at Scottish Mortgage, explains how the autonomous vehicle company Nuro, through its self-driving vehicles, hopes to transform local commerce and help deliver a better everyday life for everyone.

The Federal Reserve on Wednesday provided the clearest hint yet that it could start raising interest rates as soon as March.

The Fundsmith Equity manager gives his views on the impact of inflation and how it could affect the profitability of different types of companies.

In the past decade alone, US solar energy installations have grown at an average annual rate of 42% in America.

Ethical Offshore can provide guidance on ways to get exposure to this exciting alternative energy sector.

Cryptocurrencies have now hit mainstream investing, but it’s still a wild world out there and everyone needs to be careful.

Almost half of over-55s have bought cryptocurrencies in the past two years, according to the Schroders Global Investor Study – suggesting the appetite for high-risk investments is not limited to the young.

We focus on three ESG measures – R&D, carbon intensity and worker safety – to see to what extent they can add to investment returns, and why.

In association with Schroders…

Cryptocurrencies hit record highs but can they survive ethical scrutiny?
Trustnet asks experts to find out.

Cancer, heart failure and Alzheimer’s are among the last lethal hold-outs. But medical technologies using artificial intelligence could speed up breakthroughs, as Tom Slater, joint manager of Scottish Mortgage Investment Trust explains

Businesses can take market share away from competitors with strong supply chain relationships.

David Beggs of Sanford DeLand Asset Management explains…..

The decline in related cannabis stocks comes following a wave of positivity for the sector. So, has the industry already burnt out or will it find a new spark?

The language to describe cryptocurrency trading is often cloaked in jargons.

This recent article may assist in getting an understanding of the common terms used……

Investment firms need to clearly define their ethical investing proposition as investors develop stronger preferences.

Speak with us to learn more about ESG & Social Responsible Investment funds

Global growth, small-caps and sustainable growth funds have been hit the hardest by the recent sell-off in equities amidst rising interest rate fears.

Speak with us to learn more on the short & longer term performance of these types of funds.

Here’s why investors should consider cyber preparedness in their investment decisions and how Schroders has engaged on the topic.

Ask about the range of regulated specialist funds and ETF’s that investors can access to invest in companies protecting others from Cyber Crime.

The founding manager of CFP SDL UK Buffettology tells Trustnet about the most exciting investment in the fund, and his plan of action if it ever becomes too big.

The Fundsmith Equity manager says that as a long-term investor, he is in effect sub-contracting to the CEOs of the companies he invests in.

Biotech and telehealth are among the key areas shaping the future of health care, particularly in emerging markets.

An information marketing communication issued by Capital Group provides 10 trends that they see emerging.

As it emerges that Chinese property developer Evergrande may default on $300bn of debt, Aubrey Capital Management’s Rob Brewis says he is not worried about contagion.