Composure in Tough Market Conditions

Corbett-By-Slatter-big-wave-awardsSeptember and October were torrid months for global markets. From a high on 28 August, the MSCI AC World in GBP was down by over 9% by 24 October. The FTSE 100, which had been falling for longer, was down over 10% in October from highs reached in May, even with dividends included. What’s worse, this was the second selloff this year.

Both indices had fallen by a similar magnitude over the first quarter of 2018.

Market falls are unsettling for investors, leading to questions like, “what if this time is different, what if markets never recover? Should I be doing something different?

Brandon Zietsman, CEO and Head of Investments for PortfolioMetrix, our UK regulated discretionary investment manager, which delivers superior, consistent returns through their technology enabled approach, shares their view. Click here to view.


Getting What You Want

Outdoor relaxInvesting is first and foremost about net returns. Our key value-add is being able to design better portfolios than a formulaic split between bonds and equities based on a client’s risk profile.

Richard Stutley (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, brings some of this work to light. Click here to learn more.

Award Winning Advice


Intelligent Investments is proud to announce that one of our UK regulated discretionary investment managers, PortfolioMetrix has won this year’s Citywire Wealth Manager Award for the second year running.

To learn more about our award winning, technology enabled, UK regulated, discretionary investment manager click here.

Managing Risk

A large computerised display of the BritWhen it comes to investing, true risk at the investor level is the probability of not achieving the original investment objective. For that reason, variability of future returns from an asset (i.e. volatility) means less certainty of reaching your desired outcome.

Alex Harvey (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, discusses what risk means when investing. Click here to learn more.

Intelligent Investments, Award Winning Wealth Management

Intelligent Investments Award Winning Wealth ManagementIntelligent Investments is delighted to announce we are finalists in three awards for International Investment’s 17th International Fund & Product Awards 2016 to be held on 12 October at the Four Seasons Hotel, Park Lane, London. The awards are:

  • Best Practice in Offshore
  • Best International Discretionary Fund Manager
  • Best International Practice in Asset Management

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Brexit – Keep Calm or Take Cover?

In the wake of the UK’s vote for a Brexit last week, politicians in both the UK and Brussels may be uncertain of their future, but should investors be panicking, and will Brexit present opportunities for investors once the dust settle?

One of the UK’s most famous hedge fund managers, Neil Woodford, says that investors need to look beyond the short-term fears hitting the markets following the UK’s vote to leave the European Union, and focus on the long-term gains that can be made as a result of Brexit.

Woodford rose to prominence as one of Britain’s best-performing fund managers while in charge of the Invesco Perpetual Income fund, managing just over GBP10 billion. He left in 2014 year to set up his own firm, Woodford Investment Management.

Woodford’s GBP8.5 billion Woodford Equity Income fund has returned 15% over the past two years, compared to just over 1% for the average fund in the sector in the same time period.

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Pension Funds Pile on Risk Just to Get a Reasonable Return

An investor used to get a 7.5% return by holding safe bonds. Now, three times more risk gets you the same returns as twenty years ago, research finds.

What it means to be a successful investor in 2016 can be summed up in four words: bigger gambles, lower returns.

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