CleverAdviser
The Market Review: 29th August 2024
Written by Anthony Walters – Clever’s Head of ESG the Market Review is packed with the most interesting and impactful events of the past week from the global financial markets.
Chart of the Week – Black Swan Event?
In the world of investment, an MPS is a managed portfolio service – sometimes known as a model portfolio service. Many financial advisers recommend managed portfolio services to their clients because of the value and quality of service they provide for investors.
ESG in 5: 28th August 2024
Written by Anthony Walters – Clever’s Head of ESG, ESG in 5 is packed with the most interesting and impactful events of the past week from the global financial markets.
A good time to be diversified
A good time to be diversified Diversification is one of the most important components for reaching your long-term financial goals whilst reducing risk. Diversification is a technique used to reduce risk within a portfolio by allocating capital across various financial instruments and asset classes (Equities, Bonds, Property etc). This is ever more important in the…
Buy low. Buy high. Just keep buying!
Buy Low and Buy High: Don’t time the market, you’ll miss the good stuff ‘Buy low and sell high’ is possibly the oldest and most famous adage in investing. The panacea of making money in the stock markets. Incredibly easy to say, not so easy to do. It all comes down to timing. Timing the…
Postcards: What we can learn from the past
Reflecting on the past to build the future What I’m writing to you about today is what we can learn from the past, what our traits are as human beings and what the future might bring. Or put another way – history, anthropology and future opportunities. Let’s start with history. V-J Day Celebrations Church bells rang out in celebration. People of…
Past and Present – Virus vs Markets
Virus vs Markets There is an unfortunate history of epidemics around the world, with Coronavirus being the most recent outbreak. Since 1981, there have been 13 major cases recorded globally, with the MSCI World Index falling 9 out of 13 times (69% of the time) in the month following the outbreak: Source: Charles Schwab,…
Good & Bad – Both sides of the coin
Both sides of the coin This article looks to recap on the highs and lows of 2019 and what we can learn from what we have seen and heard across the industry. Against a strong and stable market backdrop that saw global equity markets continue to march higher and higher, the year came with a…
PROD – Is it just another box ticking exercise?
Designed by the FCA to ensure compliance with MIFID II, PROD – or the ‘Product Intervention and Product Governance Sourcebook’ to give it its full name – is part rulebook, part template and to date has been met with mixed opinion. The intention is to ensure MIFID II guidelines are consistently met, with special focus…
Brexit Boon – Brexit could bring some boons
You’d have to be dead in a ditch not to know of the political maelstrom that is sweeping the country in the name of Brexit. With shadowy Downing Street figures pulling the strings. Conservative heavyweights have toppled like dominoes, and while the pound has tanked in response to Boris Johnson’s renewed commitment to leaving, so…