Category / Features / News / Top Features
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A guide to staying the course during global elections
Traditionally, elections and political events have caused short-term volatility but have not substantially altered market trajectories.
Will this continue in 2024..??
August 19, 2024 -
Is a bitcoin allocation a diversification ‘cheat code’?
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.
August 15, 2024 -
Core and satellite investing explained….
There are many ways to build an investment portfolio.
FundCalibre explains the Core Satellite method of portfolio construction
August 13, 2024 -
The charts showing the true scale of the Magnificent Seven’s fall
The ‘Magnificent Seven’ have been knocked off their perch but do their less frothy valuations make them a more attractive prospect..??
August 12, 2024 -
Global Exposure for a Fraction of the Cost…..
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
August 12, 2024 -
Recession, correction, rally – an investor guide to market volatility
From peaks to plunges: guide to market volatility
FundCalbire analysing the stock market surge and slip of 2024
August 8, 2024 -
A quick-fire look at where the 5 August sell-off hit hardest
After markets dove on US recession worries, Trustnet finds out where the worst losses were borne on Monday’s trading sessions.
August 8, 2024 -
Is the market sell-off a buying opportunity?
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
August 6, 2024 -
What’s causing stocks to sell off..??
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
August 6, 2024 -
‘Has the Fed made a mistake…?’
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..?
August 6, 2024 -
A seismic shift in UK politics – stability in asset markets
A calm market amid a landslide.
So what is install for UK markets and investors going forward.
July 9, 2024 -
The role of Bitcoin in a portfolio
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.
July 9, 2024 -
Fundsmith Equity Fund – Semi-annual Letter to shareholders
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.
July 8, 2024 -
‘How will the upcoming UK election affect me and my money?’, you ask…
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
June 27, 2024 -
Terry Smith’s four things the industry needs to improve on
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.
June 27, 2024 -
Investing in technology: Beyond the IT sector
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.
June 18, 2024 -
The UK General Election and your finances
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
May 27, 2024 -
The red flags retail investors should look out for
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
May 20, 2024 -
Fund Insight – Baillie Gifford Positive Change
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.
May 20, 2024 -
The chart showing why you should keep calm and carry on investing
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.
May 6, 2024 -
Investing in the next wave of artificial intelligence
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.
April 25, 2024 -
Top 7 reasons to use the Ardan International Platform
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
April 17, 2024 -
Why World Water Day Matters…
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.
March 28, 2024 -
Is 2024 the year of the goldilocks scenario?
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.
March 19, 2024 -
Investors have no clue when central banks will cut rates
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.
March 19, 2024 -
UK slips into recession as economy contracts 0.1% in December
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.
February 15, 2024 -
Guinness Sustainable Energy Report – 2024 Outlook for Sustainable Energy
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.
February 14, 2024 -
Five funds for the Year of the Dragon
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.
February 12, 2024 -
Nuts about Brazil: Latin America’s largest economy is having its moment in the sun
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
February 12, 2024 -
Gold Investing – a simple & cost effective solution
Xavier Blaise, financial adviser for OIBME Asia Ltd, provides an article to explain a simple and cost effective way of investing in Gold.
January 23, 2024 -
Will ESG deliver in 2024?
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.
January 23, 2024 -
How to rebalance your portfolio and diversify the right way
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.
January 17, 2024 -
Emerging trends: 2024 landscape for global equities
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.
January 17, 2024 -
Five lessons from 2023 for sustainable investors
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
January 17, 2024 -
Tackling Cybercrime – A guide
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
October 30, 2023 -
What’s Hot: Is Oil Headed for $100 or returning to $75?
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….
September 21, 2023 -
Fund fees: How much is too much..?
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..!!
September 14, 2023 -
Former rubbish dump in Essex becomes UK’s third largest solar farm
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.
September 13, 2023 -
Guinness Sustainable Energy Report – Building efficiency: critical to the energy transition
In this latest edition the Guinness Sustainable Energy Fund report, the Managers provide their views and forecasts for this exciting sector of the market.
August 8, 2023 -
How the Bank of England’s 25 basis point rate rise will affect your finances
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……
August 7, 2023 -
Gold could hit record high of $2,500, says WisdomTree
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.
July 18, 2023 -
Why is Solar the Big Winner of the Energy Revolution?
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….
July 5, 2023 -
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….
July 1, 2023 -
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 -
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 -
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 -
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 -
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 -
2022…. What Happened..??
As the dust settles on 2022, it’s been an all-around brutal year for global investors…
A review of how the Sustainable Ethical Portfolios performed over this tumultuous period.
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 -
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 explains
November 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 funds
October 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
News
- A guide to staying the course during global elections
- Is a bitcoin allocation a diversification ‘cheat code’?
- Core and satellite investing explained….
- The charts showing the true scale of the Magnificent Seven’s fall
- Global Exposure for a Fraction of the Cost…..
- Recession, correction, rally – an investor guide to market volatility
- A quick-fire look at where the 5 August sell-off hit hardest
- Is the market sell-off a buying opportunity?
- What’s causing stocks to sell off..??
- Don’t Try and Pick ‘Tops or Bottoms’