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Few people, and certainly not the opinion polls, forecasted that maverick real-estate mogul and reality TV personality Donald Trump would win the US Presidential Election. So what does the surprise result mean for the global economy and financial markets? Tilney Bestinvest provides its Economic Insight into the effect of the result which you can read […]
FATCA – the Foreign Account Tax Compliance Act that was passed in the US in 2010 – has been playing havoc with the finances of American expats. It has become extremely difficult for US expats living abroad to invest, the reason being that investment institutions and banks simply don’t want the bother of having to […]
Gold is generally regarded as a safe investment in troubled times and when volatility hits the markets, investors often rush to shift funds from equities to gold. It is essentially seen as somewhere to store wealth when other asset classes appear risky. Of course that doesn’t mean that it can’t lose value just like any […]
There is nothing like a bit of volatility to undermine investor confidence but how we react to uncertainty in the markets can have a huge effect on the value of our portfolios. Faced with yo-yoing markets, investors can largely choose from one of two strategies: either try and time the markets or take a long […]
Our investment management partner, Tilney Bestinvest, has just released their latest Spot the Dog study of underperforming funds. The report is something of a bugbear for those fund managers who are destroying value for investors, leaving nowhere for them to hide. You can download a free copy here. Fund managers at M&G are top dogs […]
$26.5bn ($20bn) is an enormous amount of wealth to be responsible for but that is the value of assets under management by Infinity’s partner, Tilney Bestinvest, following the acquisition of the Towry group in a £600mn deal. The acquisition, which has increased Tilney Bestinvest’s assets under management by over 60%, was completed earlier this week […]
Just as a truly great football team needs a strong defence to stop their opponents from scoring as well as the more dazzling strikers who will put the ball in the back of the net, so a balanced portfolio needs some defensive investments to counteract the riskier ones. Defensive stocks, like their footballing counterparts, are […]
It’s an extremely pertinent question given recent data released from S&P Dow Jones Indices. The figures show that funds that are being actively managed are failing on a massive scale with nine out of ten European equity funds and three quarters of UK equity funds underperforming against their benchmarks over the last decade. In addition, […]
This week – 18th to 24th October – is Good Money Week, an initiative aimed at increasing awareness of ethical or socially responsible investing. We all have the possibility of using our money to invest responsibly and as our world faces the huge challenges presented by rapid population growth, scarcity of resources, increasing social inequality […]
Investors who currently have all their money tied up in equities are having a bad time of it. The China crisis on Monday 24th August sent shockwaves around the world causing share prices to nosedive. Immediately after Black Monday the FTSE 100 was down 4.6% with £73.75bn wiped off the value of shares and a […]
If you have strong political, religious or environmental beliefs, it makes sense to invest in companies which don’t go against your principles. If you think Amazon is the work of Satan because of its reputation for tax avoidance and unfair treatment of its employees then you will probably avoid investing in shares in the company. […]
Investment involves risk. Always. The important thing is to manage that risk in a way which is suitable for each individual. In order for financial planners to be able to find the best level of investment risk for each client, they need to work out the individual’s risk profile. This involves three elements: Risk capacity […]
On 24th August, the Shanghai Composite Index (SHCOMP) fell 8% in a single day, plummeting 40% from its peak just a few short months ago in June 2015 after heady gains in the first half of the year. Black Monday not only affected investors in the country itself but has sent shockwaves around the world […]
Any financial guru will tell you that the most important element of any investment plan is diversification. Putting all your investment eggs all in one basket is the riskiest strategy you could take and is to be avoided at all cost. Diversification can be achieved in various ways and at different levels. The first and […]
Over the last two decades the financial landscape has undergone significant changes which have had a profound effect on how small investors engage with the market. One big trend is a move towards a mix and match approach to investing known as the multi-asset fund. Traditionally many investors were fixed on stocks and shares and […]
Our investment partner, Tilney Bestinvest, is in the dog house again. Not from investors, I hasten to add, but from investment fund managers whose performance is in question. The reason is the recent publication of the spring 2015 edition of ‘Spot the Dog’, a publication which publicly names and shames the worst performing funds which […]
Infinity is delighted to announce that our investment management partner Bestinvest will tour Asia in the latter half of May this year. The team will consist of Chief Investment Officer, Gareth Lewis and Business Development Manager, Mark Ommanney. Both men have experience in Asia and have previously visited the region to meet with Infinity clients. […]
All regulated investment managers are at obliged by law to issue a caveat to investors pertaining to risk and by doing so ensure that the client is aware that the value of investments can go up as well as down. In the financial world, risk describes the range of possible returns on an asset and […]
What caused equities in developed markets to fall? What made the IMF adjust upwards its 2014 global growth figures? Why are Japanese equities and the Yen on the rise? Just some of the questions answered in this month’s Market and Economic Update from Bestinvest, the ‘Wealth Manager of the Year’ – essential reading for anyone […]
The modern world is fast, very fast. With the proliferation of smartphones and tablets, comes instant access to information, news, music and friends or colleagues across the globe. We can shop whenever the mood takes us, order food to be delivered 24/7 and even get medical advice at the touch of a button. Waiting for […]
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