Investment News

Finance And Investment News and Analysis.

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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 peers

January 14, 2021
2nd Year Anniversary – Sustainable Ethical Allocation portfolios

November marks our 2 year anniversary for our Sustainable Ethical Allocation Portfolios……. so how have these portfolios held up against other multi-asset, diversified strategies…..

November 6, 2020
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
A Regular Savings Plan… or A Savings Trap

Read this article before you commit yourself to locking into what could be a very expensive, inflexible savings product…
Know the facts and your options BEFORE you sign up for a Contractual Savings Plan policy.

June 19, 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
The Importance of Investment Timeframe

A situation that we work very closely with clients is that of their investment timeframe. When investing in growth funds and portfolios such as the Sustainable Ethical Allocations, investors need to make sure that they have a suitable timeframe.

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
Lindsell Train Global Equity Fund – Manager’s Report

The report includes basic facts on the fund, some portfolio characteristics, recent and historic performance as well as some commentary from the portfolio manager.

March 12, 2020
The Bank of England’s emergency rate cut and what it means for investors

As the Bank of England steps in to support the UK economy amid the coronavirus outbreak, investment experts explain how it might affect markets and what investors should expect.

March 12, 2020
Three positive reasons for investors to think positively about climate investing

Investec Asset Management’s Deirdre Cooper explains why investors shouldn’t be too despondent about the huge challenges in tackling climate change and why there are reasons for optimism.

March 6, 2020
The funds hit hardest by the violent stock market sell-off

Hundreds of funds have slumped to double-digit weekly losses as stock markets have tumbled amid fears over the spread of the coronavirus.

March 3, 2020
Terry Smith ‘relaxed’ over coronavirus impact on Fundsmith

Star fund manager Terry Smith is ‘pretty relaxed’ over the impact of the coronavirus on Fundsmith Equity and confident his £19.3bn fund will rebound more quickly than the stock market in a crash.

March 3, 2020
‘Do nothing’ Train buys Fevertree after six-year wait

One of the UK’s few remaining star fund managers has scooped up a stake in battered tonic maker Fevertree (FEVR) and declared himself uninterested in the stock market turmoil caused by the coronavirus.

March 3, 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 pond

January 14, 2020
Spotlight firmly focused on ESG space in 2020

A bumper year of events ahead promoting sustainable investment

January 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
Data Availability Drives ESG Investing Surge

The widespread availability of data has also emerged as a source for good. Investors and research analysts have increasingly found inventive ways to capitalize on newly available information.

June 25, 2019