With Brexit looming many of our clients have asked us how we are managing exposure to UK assets within our global portfolios. The challenge of positioning portfolios appropriately for Brexit, be it to mitigate risk or take advantage of potential opportunities, is tough as the negotiations could go either way: an acceptable future trade relationship with the EU or a no-deal outcome. These potential outcomes would have substantially different implications for investors.
Andrew Hardy (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers shares their view. Click here to learn more.
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If you checked the MSCI Emerging Market Index last Friday, you would have noticed the inclusion of 226 new A-Shares of Chinese companies into the benchmark. This is the first step of a very gradual introduction which will continue in September and A-shares only represent 0.4% of the index at present.
“Concentration on short-term projects or objectives for immediate profit at the expense of long-term security.”
At Intelligent Investments, our goal is to ‘keep clients invested’ in order to achieve their financial goals, but what do we mean by this? It comes down to trying to overcome the biggest obstacle preventing investors from achieving long term objectives – themselves! We are all prone to mental pitfalls which make us our own worst enemy when it comes to investing.
Investing 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.