PortfolioMetrix Tops the Charts for Performance to Win Three Awards at 2018 CitiWire Wealth Manager Performance Awards

With increased market volatility in the past two weeks, raising concerns of a coming market correction, continuing US-China trade war, escalating geopolitical risks in the Middle East, and the fact that over 90% of fund managers fail to outperform their benchmark, how much value is your wealth manager adding to your investment or pension? Click here to learn more

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Award Winning Advice

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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.

The Best and Worst Performing Assets of 2017

Of the regular 39 assets in our sample, a very impressive 38 finished with a positive total return in USD terms and 36 did so in local currency terms.

The S&P 500 (+21.8%) ended the year with a positive return in every month – the first time this has ever happened in the 90 years of monthly data.

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Are You Prepared for the Coming Market Correction?

Equities have been rising almost uninterrupted in 2017. In the year to date:

TraderThe S&P has advanced nearly 15%, with 242 days since it last dipped 3% or more…

The Dow has had 34 record finishes…

Japan’s Nikkei 225 is at the highest level since 1996, after a record 15 consecutive days of gains…

And the FTSE100 recently enjoyed a four week gaining streak…

As a result, and 30 years after ‘Black Monday’, many news sources are predicting a bumpy ride for the markets. Is a market correction imminent?

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July Performance

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July Overview
Generally positive economic news as well as a weakening dollar provided the backdrop for investors in July. For UK investors, this meant strong positive returns from almost all asset classes. Politics and Central Bank messaging continued to influence markets, but in a slightly more subdued manner than had been the case throughout the rest of the year. Learn more

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