Modern Portfolio Theory makes a preposition that diff assets move in different (some say opposing) directions particularly when markets experience periods of high volatility.
However during extreme periods of vol we will often see all assets move down in unison -e.g post 2008 crisis. However, once markets get over the shock...
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Gold – Still time to get in on the rush?
31
Jul
George Soros, the famous hedge fund investor that famously bet against the pound in the 80’s wouldn’t say so. Earlier in the year the, much followed, market guru sold most of his fund’s gold holdings.
However, by Soros’ own admission he doesn’t have his ‘ear to the ground like he used to’. He...
Buyers leaving market…sell off likely
12
May
The number of buyers is being steadily squeezed which would indicate that there are only a few stocks which have been holding the market up over the last few weeks.
This is a, potentially, bearish sign. This has been steadily trending downwards for some months. Contact us today to understand how...
Gold? Can it keep going higher?? Probably, yes.
04
May
As fundumentalist investment managers (ie; basing our asset allocation strategies on facts rather than whimsical ideas) we are never ones to get on to an investment 'band wagon'.
However, despite the current high profile of the Gold story we are increasingly adding Gold to our clients investment portfolios. The article, below,...
Daily Mail Reports on Pension Crisis
04
May
The Daily Mail reports how hundreds of thousands of Britons expect to work into their 80's and beyond.
The question one must ask is why are so many coming into retirement with insufficient means? Very simply, people are failing to plan sufficiently well; in advance of their retirement. It is such a...
The Emerging, Emerging Markets. The ‘Next 11’
26
Feb
Everyone is familiar with the major emerging markets such as China, India, Brazil and Russia, however, there are a new set of emerging market contenders that are set to be the next 'bevy' of states where significant capital growth will be generated.
Within AES, we are strong advocates for making use...
Tax Efficient Investing
17
Feb
There is nothing wrong with structuring your investments in order that you minimise the tax paid on your investments.
Here, at AES, we specialise in putting together investment solutions for our clients that not only seek to generate significant capital growth - but to also reduce or, where possible, mitigate tax...
Pioneer Fund Breaks One Million % Return Mark
16
Feb
The Pioneer Fund which is the third oldest mutual fund in the US, has now returned over 1 million percent since its inception on February 13 1928.
Please click this link to read more:
Getting Rich – It is simpler than you think!
16
Feb
As we have featured before, within this blog, it is very interesting to see how by exercising a bit of discipline we really can make for a comfortable financial future for ourselves and our families.
However, just being disciplined is not enough. We need to know and understand what actually works,...
Bank Predictions for 2011 Stock Market Performance
22
Dec
Interesting to see where each of the major banks see the stock market going in 2011.
Deutsche Bank are the most positive ('off the record' business sentiment, in Germany, is currently VERY positive indeed) with Goldman Sachs not far behind.