The financial industry is currently experiencing big changes. Digitally savvy millennials and digital natives are now prominently featured in the wealth management market and becoming …
One of the challenges in managing client’s wealth is to get them enough reliable returns but within a risk level that they can stomach. Many …
While I was reviewing some of the London-listed UCITS ETFs, I chanced upon two interesting ETFs by VanEck Vectors that may be something that you …
Many retirees, pre-retirees or investors who think they need income are quite intrigued by unit trust or funds that distribute an income. These unit trust, …
There is a popular saying that investors like to say “Sell in May and Go Away”. After a while, people infer that this means if …
In my introductory post on factor investing, one of the more popular factors is the momentum factor. The momentum factor, is rather controversial. On the …
Some of us who have been investing for some time may feel very strongly about our stock or financial securities selection criteria. Some of us …
I have not seen bond yields this low before. As we entered 2021, the 10-year US government bond yields have recovered to 1.11%. Recovery in …
At our annual Christmas event, our head of advisory Vincent brings to our attention that there was one year where the Russell 2000 index outperformed …
I first introduce the Infinity Global Stock Index to readers in 2014. 5 years later, I think it makes sense to do an update since …