CleverAdviser
Fed’s FOMC Statement: Fed holds interest rate at 5.50%
The Bank of England has opted for a cautious and measured approach by raising interest rates by 0.25 percentage points
5 Books Financial Advisers Should Read in 2023
Whether active, passive, blended, or agnostic, the investment strategy significantly impacts financial outcomes and risk profiles of models within an MPS.
Investigating the Differences Between Investment Strategies
Whether active, passive, blended, or agnostic, the investment strategy significantly impacts financial outcomes and risk profiles of models within an MPS.
Writing Effective Suitability Reports: Best Practices and Tips
The implications of Fitch’s downgrade on investing, examining the potential impact on markets and the overall investment landscape.
The Impact of Fitch’s Downgrade of the US’s Credit Rating on Investing
The implications of Fitch’s downgrade on investing, examining the potential impact on markets and the overall investment landscape.
Jargon Busters: What is an MPS?
In the world of investment, an MPS is a managed portfolio service – sometimes known as a model portfolio service. Many financial advisers recommend managed portfolio services to their clients because of the value and quality of service they provide for investors.
Jargon Busters: What is ESG Investing?
“What is the purpose of investing?” On the face of it, this might seem a simple question to answer. Afterall, investing is all about making money… right? Perhaps not entirely. While wealth planners and other financial professionals certainly do aim to help their clients achieve financial goals, money-making is no longer the sole motivation for…
Market Commentary: June 2022
From Bear Market To Recovery It’s official: the S&P 500 is now in a bear market, joining its peer, the Nasdaq 100. Recovery is inevitable, but what do recoveries typically look like? Since 1950, S&P 500 bear markets have taken an average of 154 days (or 5 months) to find a bottom. On average,…
Special Market Commentary: Ukraine Crisis
As financial markets continually move, grow, dip and change, any commentary is offered with a short expiry date – as conditions shift, so do the potential outcomes. Nevertheless, the pace of change within Ukraine over the last few days was enough to leave even the most experienced market observers with whiplash. To say the Russian…
Market Commentary: November 2021
Rates, Seasonal Spending and Covid ConcernsUK Markets An unambiguously strong labour market release has emphasised that December’s Monetary Policy Committee (MPC) meeting is very much live. A repeat of this strength in next month’s release, which will be published two days before the MPC’s decision, could easily be enough to generate a majority for a…