Market Update

Last week turned out to be the worst for global stock markets since the financial crisis in 2008. This week there has been a rally on the back of investors taking the opportunity to tactically buy equities at low prices but more crucially with central bank and government support or at least the promise of it. The Dow Jones Industrial …

Cash to Equities – US, China and Gold

Early this month I decided to move more but not all of my pension fund cash into equities. Historically December is the best month for stockmarket index gains. I am not sure of the precise reasons for this but it may be due to end of year performance fees, fuelling buying by fund managers and institutional investors or the holiday …

How to Create and Service Your Investment Portfolio

The content here is an article to be published in the Eastbourne Herald in December. I have agreed to write six monthly articles on investment issues. It is pretty basic but perhaps a useful reminder for you.   For those with a portfolio or money ready to invest this article will help you grasp key principles and increase the potential for …

Tactical Asset Allocation Shift

Following my last post in which I stated I was taking a more active role in asset allocation advice you may be aware that last autumn concerned we were heading for a stockmarket crash from the Eurozone debt crisis I switched my pension fund to cash. This is despite the fact that I am bullish on equities as a long term investment. They remain my favoured …