Films you should watch about finance and investment
Given that we are all spending more time at home and inevitably more time in front of the TV, we have updated our top finance and investment film recommendations. We’ve also included TV series in this updated edition and broadened the range a little. We hope you enjoy our top picks including the good, the …
How cost averaging works in market peaks and troughs
It’s not uncommon for people to think they should pull their investments when markets are falling amidst a crisis like a global health pandemic. When markets react, we react. The problem with that, however, is that you make the mistake of selling when prices are low and buying at higher prices when markets inevitably rebound. …
Investment decisions in uncertain times
It’s perfectly normal to feel twitchy during volatile times and uncertain about your investment decisions. We understand equity market volatility occurring as a result of events such as global pandemics is a concern for many, certainly as it relates to investments. Short-term volatility is a characteristic of investing. Share prices rise and fall but markets …
Fifty shades of green: the reality of impact investing
We know that investment decisions can have an impact on our society and the environment, but it’s not always easy to know whether we are investing in companies that are recognised as having a high negative social and/or environmental impact. So, how do we make socially responsible investment decisions? How do we make a positive …
Keeping a level head – coronavirus and stock markets
Stock markets have reacted sharply to the spread of coronavirus to countries outside of mainland China. Given the current crisis looks set to continue for the foreseeable future, investors should brace for more volatility in the stock markets. However, we urge you to remain calm and not to allow fear to govern your investment decisions. …
Navigating the Swiss Pillar 3a and a Pillar 3b system
The OECD called Switzerland’s multi-pillar pension system a “Triumph of Common Sense”, and we can certainly see why. With diversification at its heart, the Swiss pension scheme embraces best practices deriving from the oft-quoted concept of ‘not putting all your eggs in one basket‘. What is the Swiss pension scheme? In a nutshell, the Swiss …
Universal Access Bonds® to support our American clients
United Advisers Group will be using the recently launched Universal Access Bonds® (UAB®) to support their American/US connected clients living outside the U.S. Financial planning and investing for Americans has become harder in recent years with the IRS and FATCA, causing Americans to be unwelcome at many financial institutions. These changes have created challenges in …
Market Summary – May 2019
April World Equity markets strong once again World equities generally performed well during April with Japan experiencing a particularly strong 5% rise going into the Golden Week holiday, extended this year to incorporate the installation of the new Emperor. Strong upward surge for European equities as consumers keep spending Led by Germany, European equities saw …
Facts and trends for cryptocurrencies in 2019
Cryptocurrencies have been growing in popularity since the development of blockchain technology. We run through the key trends and what you should consider before investing in cryptocurrencies in 2019. What is a cryptocurrency? It is a currency independent of a country, an economy or one central bank. This 100% digital asset works like traditional currency …
Planning for an uncertain future
We live in an uncertain world where people place less trust and importance on traditional ways of securing their future. We are less confident that society, national institutions and regulatory schemes and assistance will provide for our futures. How can we change what we do to provide a more certain future? American computer scientist Alan …