How much – if at all – should investors care about the loss of the UK’s AAA credit rating? The move by rating agency Moody’s on 22 February has quickly and predictably become a political football, prompting much posturing and some soul-searching among the main parties, but the issues for investors are more nuanced. There […]
Tag Archives: generali vision review
US data fails to brighten global outlook
October proved an unsettled and volatile month for many investors. Despite better-than-expected economic growth in the US, the International Monetary Fund (IMF) warned that recovery in advanced economies is likely to “limp along” and so cut its forecast for global growth to 3.3% this year and 3.6% in 2013. At the end of October, the […]
Are These the Next BRICs?
According to Katie Koch, managing director at Goldman Sachs Asset Management, South Korea, Mexico, Indonesia and Turkey are the four countries that are growing at a faster rate than any other in the emerging market space and are most likely to be the next BRICs. In her view: These are the four countries which have […]
Expat Action Point #2 – Rebalance Your Portfolio
Bank some of the gains on your winning investments and reinvest the proceeds in the areas that didn’t fare so well and are thus available at more favourable prices. Doing this on a regular basis will help you reduce the overall risk of your investment portfolio. [If you would like a qualified IFA to […]
Weekly Market Review – Disappointing Data
Weekly Market Review for Week Ending 27th of April 2012 Markets would have hoped for more from the most recent round of economic indicators. The UK lurched back into recession, the US disappointed and Eurozone purchasing managers’ indices (PMI) data showed even the previously untouchable Germany struggling to show growth. Each country had individual problems. […]
Expat Action Point #1 – Nominate Beneficiaries
This week’s Expat Action Point applies if you have offshore investment policies (Generali Vision, Zurich Vista, Skandia Executive Investment Bond etc). If you have such plans, be sure to make use of the beneficiary nomination facility. This simple, yet frequently overlooked, form allows you to specify who you would like to receive the benefits of […]
Weekly Market Review – The Numbers of the Beast
Weekly Market Review for Week Ending 6th of April 2012 Is the Eurozone crisis rearing its ugly and unwelcome head once again? In reality, it was never likely the beast would lie dormant for long, but it does seem as though investors had rather forgotten about its ability to spook the markets. This time the […]
2 Reasons Why Investors Should Still Be Allocating to Emerging Markets
I have had a number of discussions with clients recently regarding whether they should scale back their emerging market exposure. After all, emerging market stocks are up significantly since their lows of last autumn and have modestly outperformed more developed markets so far this year. Despite recent strong performance, I believe there are two major […]
For a free financial healthcheck contact us today.
- Generali Vision – Cooling Off Period
- What Is Time Apportionment Relief?
- DeVere Warn Against Pension Busting
- QROPS Provider in Liquidation
- What is a UCIS?
- Gold Suffers Worst Monthly Run for 16 Years
- What is a QROPS?
- Week in Focus – One Step Ahead
- Bond of the Week
- Warning: if the taxman gets your bill wrong it’s officially your fault
-
The Expat IFA: Hi Mary, thanks for taking the time to get in touc…
-
Mary: Do I get this time apportionment relief on a Gener…
-
6 Ways To Wreck Your Retirement | Expat Financial Cents: [...] experienced with them. Derivatives, small ca…
-
-
