Old Mutual International - ERB Wins Best Portfolio Bond Award 2019

Old Mutual International ERB Wins Best Portfolio Bond Award 2019International Adviser hosted its annual Fund Links Forum event in London’s JW Marriott Grosvenor House Hotel on 17 October and recognised excellence across the industry with two sets of awards. Old Mutual International won the award for the best international portfolio bond with their product the ‘Executive

October 20, 2019

Investors Trust Assurance S&P500 Wins Best Savings Plan Award 2019

Investors Trust Assurance S&P500 Wins Best Savings Plan Award 2019Who triumphed in the Global Financial Services Awards and Best Practice Adviser Awards UK? International Adviser hosted its annual Fund Links Forum event in London’s JW Marriott Grosvenor House Hotel on 17 October and recognised excellence across the industry with two sets of awards. Investors Trust Assurance won

October 20, 2019

Markets are falling - Should you exit your investment portfolio now

Yield curves have inverted, recession is expected soon, this recession will be worse than the last !!! It’s all doom and gloom, or is it? Sharp falls in market prices generally make headlines across all media. And no sooner when the index falls, predictions of more doom start pouring in from all corners. Clearly, the mood is

August 22, 2019

Why Investing To Achieve Financial Goals Is Better Than Investing For Returns

The two basic approaches to get your money working for you are:Investing for returns, &Investing to achieve financial goalsInvesting For ReturnsThis is a common way of investing for short-term investors who look at returns over and above inflation to justify the risk of investing. There is no clearly defined financial goals apart from getting ‘X’

July 9, 2019

DIY Investing Vs Good Financial Advice

My rant about ‘The Investment Guru from Canada’This article is going to generate a lot of ‘controversy’, so here I go…Just the other day, a long-time client of mine and a good friend called me up and said ‘He wanted to meet me, and discuss a few things’. I thought this was a normal request, so

May 7, 2019

Have a bank account in India? You need to read about FRDI

The Situation Seven years before the global financial crisis and collapse of Lehman, India’s Reserve Bank of India (RBI) had followed the ‘too big to fail’ principle. It force-merged Global Trust Bank with Oriental Bank of Commerce to prevent widespread losses to depositors, doesn’t matter that the decision may have been motivated by a need

December 6, 2017

Trump effect on stock markets

21st November 2016In the News: The ‘Trump effect’ on the stock markets – or Not !!!Just last week, ‘financial gurus’ were predicting doom and gloom if Trump got elected. They said there would be a classic panic reaction: a drop in stocks and other risky assets, and a rally in bonds and other safe-haven assets like

November 21, 2016

Impact of Demonetisation in India on Equity Markets

9th November, 2016Need for demonetisationAs of 8th November 2016, currency notes of denominations Rs500 and Rs1000 has ceased to be a legal tender, approx. 25% by volume and 86% by value of currency in circulation. The stated objective of the Govt. is to curb black money, curtailing prevalence of fake currency, and countering terrorism financing. The RBI

November 21, 2016

Why Tesla’s Next Big Thing Should Matter To You

Tesla’s Next Big Thing Could Flip the Auto Industry Upside DownEvery major car manufacturer is now working hard on their versions of fully electric cars after seeing Tesla’s success.Tesla, led by Elon Musk started out with their first all-electric sports car the ‘Tesla Roadster’.They then launched the ‘Model S’ which is an all-electric family sedan which does Zero to 60 mph

April 5, 2016

Modi Rebuts Analysts Who Doubt India’s World-Beating Growth

Week 14, 2016Indian Prime Minister Narendra Modi offered a wide-ranging rebuttal to critics who say he’s gotten lucky with low oil prices. Loan growth has picked up, corporate rating upgrades are now outpacing downgrades, foreign direct investment hit a record last year and some key manufacturing sectors such as carmakers are growing rapidly, Modi said at

March 31, 2016

If Oil Prices Have Hit Bottom, the Top May Not Be Too Far Away

Week 12, 2016Here’s something interesting from the Bloomberg website – The top of the oil market may be closer than you think. With Brent futures having bounced back to $40 a barrel, the International Energy Agency sees “light at the end of the tunnel,” and Goldman Sachs Group Inc. is spotting “green shoots.” Even so, many analysts

March 15, 2016

Gold Becomes the Biggest Winner of 2016

Week 10, 2016 U.S. stocks pared gains in light afternoon trading, with the Standard & Poor’s 500 Index poised to halt two months of losses, as higher crude and a falling dollar lifted commodities shares. The yen strengthened with gold. The S&P 500 headed for its first monthly gain since November, with the gauge holding

February 29, 2016

U.S. Stocks Rise With Oil After Best Weekly Gain Since November

Week 9, 2016U.S. stocks advanced, with the Standard & Poor’s 500 Index headed toward a six-week high, amid gains in banks and commodity shares as oil surged. The S&P 500 rose 1.3 percent to 1,941.75 at 11:50 a.m. in New York, after increasing 2.8 percent last week, the most since November. The Dow Jones Industrial Average

February 22, 2016