3 reasons why pension consolidation could boost your retirement income
How a cashflow model can turn retirement anxiety into excitement
Passive portfolios hold equity and bond tracker funds on a buy and hold basis to seek capital growth at a low cost.
Growth portfolios hold a blend of active and passive equity and bond assets on a buy and hold basis to seek capital growth.
Guardian portfolios hold low-cost equity and bond assets to capture upside growth and aim to manage volatility to protect portfolio values from downside losses.
Fusion portfolios hold a combination of passive and active funds to capture upside growth and aim to protect portfolio values from downside losses.
Green Path portfolios hold equity and bond assets to take a positive approach to responsible investment.
Heritage portfolios hold actively managed investment trusts to gain greater capital growth over the longer term.
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The Organisation of Petroleum Exporting Countries (OPEC) is expecting to leave oil production levels unchanged at 30 million barrels per day despite concern, in some quarters, that the oil price is well below US$100 per barrel. Saudi Arabia wishes to…
The Russian economy not surprisingly contracted by 1.9% in Q1 because of low oil prices, weaker domestic spending and the heavy trade sanctions imposed from the West. The ECG expects Russia to contract by 4.5% this year and by 1.8%…
The Mumbai Sensex Index hit 29681 to reach an all-time high at the end of January but has since given up some of these gains. As at writing it stands at 26768, a 10% decline, but still up on the…
Latin American markets have come under pressure due to concerns over the timing of US interest rate rises, a rising US$ value, and disappointing economic data from Brazil. Weakness in the Brazilian equity market was accentuated by a sharp drop…
The fortunes of the BRIC economies (Brazil, Russia, India and China) are diverging. Slower growth in China appears to be both planned and inevitable. As the economy decelerated further, interest rate cuts look likely. According to the IMF and OECD,…
‘Falling income automatically raises questions over debt repayment’ Emerging markets (EM) have been going through a general slowdown over the past 12 months. A falling income stream automatically raises questions over debt repayment. The growth in emerging markets post economic crisis…
Our last Investment Outlook Report in December 2014 was cautiously optimistic about global growth. We felt that if Mario Draghi could press on with a European QE programme, opportunities within Europe would develop aided by falling oil prices and low…
We have launched a new Balanced High Income Portfolio. This is in response to a growing requirement for higher income producing investments. The new pension freedoms are leading to more retirement income coming from pension drawdown plans and from general…
Mario Draghi, the ECB President, must be very pleased with the early results of his QE programme. He has confirmed, irrespective of the initial impact, the ECB bond buying programme will be implemented in full. This will mean a €1.1tn…
