Rising global inflation, the prospect of interest rate hikes in the United States and the Russian invasion of Ukraine had a negative impact on global equity and fixed income markets in January and February. We have witnessed negative returns across all equity markets except of UK stocks which recorded small gains due to high exposure …
We made adjustments to reduce portfolio risk to the Defensive allocation. This blog post outlines the rationale for our allocation changes. Returning to a focus on capital preservation Our investment process emphasises the difference between an environment generally supportive of equities, which is more or less the normal state of affairs, and a more challenging …
In the process of developing our rebalancing methodology we reviewed several research papers investigating the efficiency of rebalancing strategies. Then, we have taken into account trading and settlement cycles of the assets that constitute our portfolios to provide an additional layer of optimization. As a result, we have implemented a portfolio rebalancing methodology that can …
In this Video Glen Arnold, author and fund manager, and Robin Powell talk about two ways in which the media hinders investors. RP: There has been a proliferation in recent decades in investment journalism. Some of it’s helpful for investors, but much of it isn’t.Author and fund manager Glen Arnold says there are two main …
In this Video Larry Bates, author of “Beat the Bank” book, and Robin Powell explain how to view the stock market. RP: There are more books about trading and investing than almost any other subject.A problem with most of them is that they tend to be written by people who work in the investment industry, …
In this Video Robin Powell and Lars Kroijer explain how to respond to crashes and corrections? Hello there. Throughout stock market history, there’ve always been crashes and corrections, and there always will be. What’s more, it’s at precisely those times of extreme market turbulence that investors tend to make their biggest mistakes. Here’s the investment …
ETFs offer a simple, effective, diversified, low-cost way of investing. But as they typically track broad indices, when the markets are down across the board, so are your investments. With many investors becoming increasingly concerned about risks such as inflation and volatility, hedged ETF funds could offer investors the chance to hedge against losses or …
Could Hedged ETF funds offer safety in uncertain times? Read More »
In this Video Moira O’Neill and Robin Powell explain how you can avoid three big investment mistakes. RP: Discussions about investing at dinner parties often revolve around spotting a brilliant opportunity.But identifying a great investment in advance is extremely difficult to do.Investment journalist Moira O’Neill says it’s more important to avoid making mistakes. The most …
What exactly is an ETF? An ETF is an Exchange Traded Fund, a grouping of securities that are traded on the stock exchange, like normal shares of stock in a singular company are. Most ETFs track an index such as the S&P 500 or Eurostoxx 50 for example. Why should you invest in ETFs? 1. …
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We are part of the guarantee protection scheme of your deposits Finax is part of the Deposit Guarantee Scheme through the Guarantee Fund of Investments. Your assets are protected up to 50,000 euros. For more information, visit www.garancnyfond.sk. We act in the best interest of our client Activities of our company are being supervised by the National Bank of Slovakia. We consider acting in the best interest of our client as our mission. The permission of the National Bank of Slovakia can be found here. Unless otherwise stated, all numbers related to returns are computed based on backtesting and have not been achieved by our clients. The portfolio value may both decrease and increase. Your investment can result in a loss as well. Trading is risky. |
