In our October issue, we discussed the concept of a benchmark. We observed that due to inherent biases, there is no such thing as a perfect benchmark.
They can, however,…
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We are proud to announce that we have been awarded the 2017 Suggestus 3D Award from ARC (Asset Risk Consultants), as well as being named ‘finalist’ within the ‘Investment Performance…
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This quarter we are closer to home with a look at recent events in the Asset Management industry, following news of mergers and acquisitions. Investors may see further consolidation to…
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With UK interest rates having fallen to a record low of 0.25%, it is becoming increasingly challenging for investors to secure a consistent level of income on their savings.
Bonds…
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WHIreland continues to strengthen its position as one of the Island’s fastest growing wealth management businesses with recently appointed Assistant Portfolio Manager Lee Branston gaining his ‘Statement of Professional Standing’…
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The 2016/17 tax year ends on the 5 April 2017, if you have not fully considered your options to get the most of tax planning options available to you, it’s…
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Fixed Interest
The fixed income market has benefited from a flight to safety over the month. Government bonds remained in demand in the UK, Switzerland and Germany where two year…
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February 2017 records President Donald Trump’s first full calendar month in office and the so-called Trump Rally continues with a 3.97% gain on the S&P 500. The month has also…
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Emerging Markets have gotten off to a great start in 2017, with the MSCI Emerging Market index rising 8.5% for sterling investors. Despite the rise, there are still concerns over…
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United Kingdom
Both the UK top 100 and all UK shares indices posted solid returns over the month with 3.09% and 3.12% respectively. With around three quarters of the UK…
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