Intelligent Investments – 2017 Best Practice in Offshore Award

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Intelligent Investments is proud to announce that for the second consecutive year, we have been shortlisted for Best-Practice in Offshore Award in this year’s International Investment International Fund & Product Awards 2017. Learn more

STIR Crazy

mario-draghi-has-cracked-the-negative-rate-puzzle-for-banksJust over a month ago, the UK was still reeling from the shock result of the general election and it would be another fortnight before Theresa May and the DUP finally hammered out a deal.

Barely had the ink dried on the DUP agreement when the European Central Bank Forum kicked off in Sintra, Portugal, and Mario Draghi, President of the ECB, unwittingly set the cat amongst the pigeons when he said that “deflationary forces have been replaced by reflationary ones”. This caused alarm when investors interpreted his positive tone as a precursor to the central bank slowing its economic stimulus package more quickly than markets were discounting. ECB officials were quick to voice concern that the comments had been misjudged but this didn’t stop sharp price action in rate and FX markets.

Alex Harvey (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, shares his view. Click here to view.

Market Update

News this past week:

  • Oil prices declined just over 2.5% last week
  • Drop in global government bonds accelerated
  • G20 summit shows the divide between the US and others
  • UN security council hold an emergency session in response to North Korea
  • Global stocks jumped and are still at near record high

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Market Update

News this past week:

  • Oil prices climb around 5% last week
  • Volatility makes a comeback moving to 10.9 on the VIX index
  • Global equities trading near record highs
  • Technology stocks under pressure with continued sell offs
  • Central banks adopt a hawkish tone around fiscal tightening

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Real Reason Behind Qatar Crisis Is Natural Gas, as Saudis Issue 24 Hour Ultimatum

Gulf CrisisIn the latest escalation of the Gulf crisis in which a coalition of Saudi-led states cut off diplomatic and economic ties with Qatar, Saudi Arabia has now given Qatar a 24 hour ultimatum to fulfil 10 conditions, that have been conveyed to Kuwait, which is currently involved in the role of a mediator between Saudi and Qatar.

Whilst the official narrative for the diplomatic fallout is because – to everyone’s ‘stunned amazement’ – Qatar was funding terrorists, including a report by the FT that Qatar has directly provided $1 billion in funding to Iran and al-Qaeda spinoffs, could the real reason behind the diplomatic fallout be far simpler, and once again has to do with a long-running and controversial topic, namely Qatar’s regional natural gas dominance. Learn more

Firm Targeting Nest Eggs of UK Expats Faces SEC Probe

Securities and Exchange Commission; SECBloomberg reports that an international financial advisory company has charged upfront commissions for years on investments to UK expats, even though its SEC registration didn’t allow such commissions.

There were a lot of charges. In addition to an annual management fee, the company would charge a fee on the pension transfer that could be as high as 7%, spread over several years (known in the industry as an ‘indemnity commission’), three former employees said. Clients who transferred pensions would have to decide how to invest the money, giving salesmen another chance to earn commissions.

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