What does the Credit Suisse fallout mean for bond holders?
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…March 27, 2023
Jeremy Hunt’s UK Spring Budget 2023 speech in full
The UK chancellor has just delivered his first Budget.
Here’s what he said.March 15, 2023
Developed market equities to deliver 8.3%pa return over the next decade
Why is now a good time to invest..??
The next 10 years will be more positive for both stock markets and fixed income investors, digital wealth management firm Moneyfarm has predicted.March 15, 2023
Guinness Sustainable Energy Report – March 2023
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.March 9, 2023
Terry Smith: Idiots, Armageddon and ‘pain in the arse’ stocks
‘If you want the fund to outperform in every market and every quarter, then watch the new Madoff documentary on Netflix’.
Fundsmith’s annual general meeting (AGM) was certainly an entertaining show for investors.March 2, 2023
How to avoid making mistakes with your investments
An article from FundCalibre outlines some of the most common errors that can deal a punishing blow to your investment portfolio.February 21, 2023
Can emerging market equities outperform in the next decade?
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.February 13, 2023
Why is Solar the Big Winner of the Energy Revolution?
News of the month from the managers of the Active Solar Fund.
Contact Ethical Offshore Investments on how to get exposure to this exciting energy transition….February 9, 2023
SustainAbility – Goldilocks & the two Bears
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.January 23, 2023
Outlook for 2023 – Royal London Asset Management
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.January 23, 2023
IMF chief: Growth will bottom out in 2023 and bounce back next year
The International Monetary Fund has downgraded its growth forecast three times since October 2021…..
But could this be the start of the recovery …???January 18, 2023
China’s GDP grows just 3% in 2022 but rebound hopes rise
The Chinese economy missed its early government target of 5.5% in its biggest miss in decades after Covid-19 ravaged output but expectations for an acceleration of growth from the second quarter are mounting.January 17, 2023
Core and satellite investing explained
There are many ways to build an investment portfolio.
FundCalibre explains the Core Satellite method of portfolio constructionJanuary 13, 2023
2023 – Outlook For Sustainable Energy
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.January 10, 2023
Revealed: How much you need to make to recover from 2022’s worst-hit funds
As investors look forward to 2023, Trustnet finds out what returns are needed for them to recoup the falls in their funds last year.January 9, 2023
Everything you need to know about death benefits and SIPPs
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.January 5, 2023
Better times ahead for China?
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.January 5, 2023
Five funds for income investors to consider in 2023
With many looking to income this year, Trustnet finds out which funds the experts are backing.January 5, 2023
Five funds for aggressive investors looking to make the most of the turmoil
Experts give five options for investors who are willing to stomach short-term losses for the potential future rewards.January 5, 2023
Why more investors should consider Asia
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.June 28, 2022
Moody’s downgrades Laos deeper into junk territory on debt woes’
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…??June 17, 2022
Trillions lost and lives ruined: inside crypto’s ‘Lehman Brothers’
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.May 23, 2022
Stocks: Should investors sell in May?
Its that time of the year again when investors wonder: “Should I sell in May and go away…??”May 9, 2022
The seven deadly sins of investors: Avoid these common investing mistakes
Bestinvest’s Adrian Lowery warns of seven key investing sins that should be avoided.
And Ethical Offshore Investments is here to help….April 19, 2022
Some tech stocks are down 75% from their highs of last year
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…March 8, 2022
Funds at risk of lockout following Russian block on foreign stock sales
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.March 2, 2022
Market volatility is soaring. Here’s what Warren Buffett says to do
Volatile markets can be challenging.
With that in mind, here are five pieces of advice from Berkshire Hathaway Chairman Warren Buffett.March 2, 2022
Outlook for 2022 – Royal London Asset Management
Comments on the 2022 outlook for Sustainable Investing from Royal London Asset Management’s Mike Fox.February 18, 2022
The Ratings Radar Show: Mike Fox – King of ESG investing
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.February 16, 2022
Structured Notes for the Income Investor
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.February 16, 2022
Scottish Mortgage: Long-term investing for transformative change
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.February 14, 2022
Bank of England raises interest rates to 0.5%
The Bank of England has raised interest rates from 0.25% to 0.5% in its first back-to-back hike since 2004.February 3, 2022
Nurobots: delivering a good life with autonomous vehicles.
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.February 1, 2022
Federal Reserve points to interest rate hike coming in March
The Federal Reserve on Wednesday provided the clearest hint yet that it could start raising interest rates as soon as March.January 27, 2022
Terry Smith: We are probably in for an ‘uncomfortably bumpy ride’ if inflation takes hold
The Fundsmith Equity manager gives his views on the impact of inflation and how it could affect the profitability of different types of companies.January 13, 2022
US solar soars to new heights as sun sets on COP26
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.January 13, 2022
Warning: These are the 3 most common crypto scams
Cryptocurrencies have now hit mainstream investing, but it’s still a wild world out there and everyone needs to be careful.January 13, 2022
Older investors embrace more investment risk…
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.January 13, 2022
Why might ESG factors increase returns?
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…November 19, 2021
Huge improvements need to be made before cryptocurrencies are ethical
Cryptocurrencies hit record highs but can they survive ethical scrutiny?
Trustnet asks experts to find out.November 18, 2021
Disrupting Disease with Artificial Intelligence
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 explainsNovember 17, 2021
Uncertainty and disruption – why the strong will get stronger
Businesses can take market share away from competitors with strong supply chain relationships.
David Beggs of Sanford DeLand Asset Management explains…..November 16, 2021
October 2021 Update – Sustainable Ethical Allocation Portfolios
I get Knocked Down…… but I get Up Again
The Sustainable Ethical Allocation portfolios recover from the recent sell off. Our October 2021 update is available now.November 8, 2021
Up in smoke? The highs (and lows) of cannabis’ investment case
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?November 1, 2021
Blockchain and NFTs: How to make sense of crypto terminology
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……October 12, 2021
Fund managers facing identity crisis amid rising ESG sophistication
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 fundsOctober 7, 2021
The global growth funds hit hardest by the recent sell-off
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.October 6, 2021
Why investors should care about cybersecurity
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.October 6, 2021
Ashworth-Lord: If Cristiano Ronaldo were a fund, he’d be Buffettology
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.October 1, 2021
Terry Smith: Why some CEOs are better investors than most fund managers
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.September 30, 2021
Innovation is unlocking new potential in health care
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.September 29, 2021
Evergrande’s equity is worthless – but its failure is not a systemic risk
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.September 21, 2021
Three Disruptive Trends Set to Transform the Auto Industry
Over the next 10 years, the global automotive industry is expected to face one of the most significant changes in its history – the replacement of internal combustion engine (ICE) vehicles with electric vehicles (EVs).
Article originally published by PIMCO.September 15, 2021
Britain’s economy is already seeing a rapid shift due to climate change
Climate change could spark major shifts in British produce in the coming decades as the country attempts to avoid a “catastrophic” environmental fallout, experts have said.August 31, 2021
Vanguard calls for fund fee transparency….. and we fully agree..!!
Asset manager says product costs should be as clear to the public as calorie counts on food labels
At Ethical Offshore Investments, we could not agree more..!!August 17, 2021
Does a focus on sustainability genuinely boost the bottom line?
Brown Advisory’s Karina Funk has first-hand experience of how a focus on sustainability can boost profits – but her definition of sustainability may differ from the consensus.August 12, 2021
Terry Smith: ‘No amount of recovery or low valuation will turn a poor business into a good one’
Fundsmith equity manager Terry Smith, who was under media scrutiny earlier in the year for outflows, showed that his fund is still as consistent as ever.August 11, 2021
I’d rather stocks pulled back than power higher regardless, says decade’s best multi-asset manager
Read what the manager of one of our long term, sustainable fund holdings has to say about the current & future direction of markets.August 11, 2021
What will follow China’s crackdowns..?
IBOSS Asset Management’s Chris Metcalfe explains what the recent tech and education regulatory crackdowns in China could mean for those invested in the world’s second largest economy.August 3, 2021
Chinese stocks are now among Asia’s worst-performing as Beijing crackdown spooks investors??
Days of heavy selling in Chinese stocks have left two major indexes in the country as the worst-performing markets of Asia-Pacific.July 28, 2021
Fundsmith Equity – have investors been rewarded for holding on..??
A strong, top quartile 18.7% return over the past 6 months may have justified our decision to maintain holding the Fundsmith Equity Fund…July 27, 2021
GAM, Baillie Gifford, Morgan Stanley: The high-octane global funds that were worth taking the risk on
To find a fund that delivers returns far above the sector average, investors often must be willing to endure high volatility
Trustnet looks at the global equity funds with high volatility and top-ranked returns over the past five years.July 26, 2021
What has happened to Asia’s once top performing currency..??
Once Asia’s top performer, the Thai baht is now becoming the region’s worst-hit currencyJuly 26, 2021
2020’s winning funds fall down the rankings – but how far?
Halfway through the year, Trustnet finds out how the funds that made 2020’s highest returns are holding up in a very different market…July 19, 2021
How to spot… & avoid… cryptocurrency scams
Many people have been duped out of millions of dollars from Crypto Currency scammers….
A recent article published on Yahoo UK Finance may help to inform how to spot, and more importantly avoid Crypto Currency Scams.July 19, 2021
Ardan International Platform awarded a ‘Strong Rating’ by AKG
Low cost & easy to understand fee structure with No Lock-in periods, access over 80,000 different investment assets plus 11 different currencies… Ardan Platform provides flexible investment opportunities for the expat investor…July 15, 2021
Is Bitcoin worth Zero..?? Black Swan author Nassim Taleb thinks so
‘Black Swan’ author Nassim Taleb says bitcoin is worth zero and fails as a currency and a hedgeJuly 15, 2021
The ‘B’ word……….. Should investors still worry about Brexit after five years?
On the five-year anniversary of the Brexit referendum, Trustnet asks market commentators and fund managers about the impact it has had on the UK market and what it means for investors looking ahead.June 23, 2021
Scottish Mortgage Investment Trust Betting on Long Term Growth
Baillie Gifford’s James Anderson, Tom Slater and Lawrence Burns discuss three areas where they are heavily investing into for long-term growth in the Scottish Mortgage Investment Trust.June 21, 2021
“Investment management is irretrievably broken” – Scottish Mortgage Investment Trust
James Anderson shares his blunt views on the investment management industry in his final review as manager of the Scottish Mortgage Investment Trust.May 13, 2021
Turmoil hits the markets again…. Will this provide another opportunity for longer term investors..??
After yesterday’s global market falls, is this the start of the end for investors..?? Or once again, an opportunity to take advantage of a bad situation.May 12, 2021
Baillie Gifford’s McCombie: “If you want to outperform every quarter, don’t invest with us”
Baillie Gifford’s Iain McCombie says even if value does have “its day in the sun”, he will still be sticking to finding the few exceptional companies with strong fundamentals that drive stock market returns.May 11, 2021
A top performing fund manager explains why innovation alone is not enough
Innovation isn’t just about investing in speculative companies without earnings, explains Matthew Page, co-manager of the top quartile Guinness Global Innovators fund.May 5, 2021
Back to life, back to normality: Why there’s still some way to go for undervalued shares
Saracen Fund Managers’ Graham Campbell explains why value stocks could continue to outperform, even after some strong recent gains.May 5, 2021
The Importance of Investment Timeframe
Time in the Market…… not timing the market.
It is so important that investors understand the importance of having the appropriate timeframe for achieving their financial goals & investment objectives.April 20, 2021
Sustainable Ethical Allocation Portfolios – Quarter 1, 2021 Update
The Sustainable Ethical portfolios have struggled so far this year….. is it time to abandon the quality E.S.G. & Socially Responsible Investing approach that we promote..??April 11, 2021
Fundsmith Equity – Should investors holding this fund be concerned …..
Is it time to exit…?? The highly rated Fundsmith Equity has underperformed over the past 6 months, so should investors be concerned & head to the exit.January 27, 2021
2020 – A year to forget….. or a year to remember..?
2020 was a challenging year for all….. we review the performance of the Sustainable Ethical Allocation Portfolios and how they compared to their peersJanuary 14, 2021
2020 – A year to forget….. or a year to remember..?
2020 was a challenging year for all….. we review the performance of the Sustainable Ethical Allocation Portfolios and how they compared to their peersJanuary 14, 2021
How to reduce paying tax on your investments if you are returning to Australia…
Pay Less Tax on your investments… Take advantage of Global Investment Products to reduce, or even eliminate Australian tax on your investment portfolio. All this while still having full control of your invested assets.July 1, 2020
Turmoil and Opportunity
With all of this turmoil & negativity this year, Global Discovery is up 35% for 2020…… read how the earlier turmoil resulted in opportunity.June 25, 2020
Top 5 reasons to use an International Investment Platform
Read the Top 5 reasons to use our preferred International Investment Platform: Low Cost & Transparency, Investment Range, Multiple Currencies, Safety & Security and Financial Strength.June 19, 2020
No upfront or establishment costs… But are you being charged more elsewhere??
The obvious question that needs to be asked is if there are no fees or charges, how then are advisers, consultants, brokers getting paid?April 6, 2020
Transparency… What is the real cost of investing?
As part of our Ethical approach in doing business, we ensure that potential clients are fully informed of the charges that they will be subject to……. We advocate Full Transparency.April 6, 2020
Within this turmoil, is there opportunity??
While our Sustainable Ethical Allocation Portfolios have been able to perform better than the general markets, this first quarter of 2020 has seen portfolio values reduce. But does this now present itself as an opportunity to take advantage of the current market situation?April 6, 2020
What is Environmental, Social and Governance (ESG)?
ESG – Environmental, Social and Governance refers to the three central factors in measuring the sustainability and societal impact of an investment in a company or business.April 3, 2020
What is Socially Responsible Investing (SRI)?
SRI or social investment is any investment strategy which seeks to consider both financial return and social/environmental good to bring about social change regarded as positive by proponents.April 2, 2020
The funds hit by the coronavirus sell-off
Almost all sectors in the Investment Association (IA) universe suffered heavy losses last week as equity markets sold off amid increasing coronavirus concerns, data from FE fundinfo shows.March 3, 2020
When Warren Buffet speaks, people from all over the world listen
Probably the most famous, successful investor has recently released his Chairman’s letter to shareholders of Berkshire Hatthaway. Probably the most anticipated annual shareholder letter for investors globally.February 27, 2020
Well, I did it. I bought shares today by Scott Phillips
Today, Scott Phillips narrowed his search down to a few companies that are attractively priced, compared to their long term future earning potential. So he bought them. Investing doesn’t need to be any harder than that.February 26, 2020
What Are Environmental, Social, and Governance (ESG) Criteria?
Environmental, social and governance (ESG) criteria are a set of standards for a company’s operations that socially conscious investors use to screen potential investments.February 2, 2020
Why BlackRock Is ‘Going Green’
BlackRock, the world’s largest money manager, just announced that it would exit investments with “high sustainability” risks. BlackRock Is ‘Going Green’.February 1, 2020
Morningstar European sustainable fund flows reach record levels in 2019
Morningstar’s sustainable funds universe attracted record inflows of €120bn last year, with almost 40% of these coming in during the final quarter alone.January 31, 2020
Surge in eco-awareness driving ‘most significant’ period of ESG inflows
High-profile eco campaigns among factors behind spike in returns.January 30, 2020
Four French AM heavyweights seek to outsource new ESG initiative
Four Paris-based asset management companies plan to approach ESG measuring tools from a fresh perspective, with the help of an external partner.January 28, 2020
BlackRock shuffles top ESG roles amid full sustainability push
BlackRock has made several senior personnel changes in an effort to strengthen its sustainable investing platform.January 27, 2020
Still pursuing green: The rise of ESG in the US
The rise of ESG in the US Responsible investment making waves across the pondJanuary 14, 2020
Spotlight firmly focused on ESG space in 2020
A bumper year of events ahead promoting sustainable investmentJanuary 14, 2020
Five Trends Shaping Markets In 2020 and How to Respond
Asset allocation ideas to help position your portfolio for the challenges and opportunities ahead. Effective strategies to navigate this environment may include diversifying risk, going long duration, and overweighting emerging markets.December 13, 2019
- What does the Credit Suisse fallout mean for bond holders?
- Jeremy Hunt’s UK Spring Budget 2023 speech in full
- Developed market equities to deliver 8.3%pa return over the next decade
- Guinness Sustainable Energy Report – March 2023
- Terry Smith: Idiots, Armageddon and ‘pain in the arse’ stocks
- How to avoid making mistakes with your investments
- Can emerging market equities outperform in the next decade?
- Why is Solar the Big Winner of the Energy Revolution?
- SustainAbility – Goldilocks & the two Bears
- Outlook for 2023 – Royal London Asset Management