Finance forum: Financial strategy and management 24 articles - 2.609 readings

The financial sector is a complex industry in which investors’ savings and assets are processed, launched, sold and bought like products. Production and management chains are run with the same strategy and management logic as in the real industry.

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Inflation, bonds and equities

Posted on 07.04.2022

The current crisis linked to rising inflation and a global economic slowdown is affecting markets across the board, as it is affecting both the equity and bond markets. An article in "advisoronline" magazine summarises the market analysis of Andrew Craig, Co-head Investment Insights at BNP Paribas AM. Stock market remains resilient despite everything Equity markets are currently experiencing certainly above-average volatility. Increases in the cost of consumer goods, energy and raw m ...

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Diversification and selection remain central to addressing risk

Posted on 06.04.2022

The situation of uncertainty in the markets makes it difficult to make choices. In this regard, it is interesting to read the market analysis of Carlo Benetti, market specialist at GAM (Italy) SGR, which appeared on the portal "advisoronline". Benetti concludes that diversification remains one of the best tools investors have to deal with the current market situation. Uncertainty in equity and bond markets In his analysis, Benetti first analyses the results of stock market indices si ...

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7 investment products that aren’t as risk-free as you might think

Posted on 15.10.2021

When investing in shares, you may suffer several risks. One includes selling your holdings at a lower price than you've bought them, which would result in a capital loss. The second risk is from an income reduction, where companies slash the dividends they payout. You could find financial products that help you reduce such risks, but are they effective?  1. Structured products Structured products pay you based on the performance of bonds and derivatives linked to stock market performa ...

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What are cyclical stocks and what you should know before investing

Posted on 13.10.2021

Markets are suffering strong volatility due to the growing uncertainties regarding monetary policies, supply chain constraints, inflation, and the pandemic. Still, not all stocks report the same performance. During the 2020 crash following the pandemic, the market was affected as a whole. Some stocks, like dining and airlines, were hit harder than others like life and health insurance.  Market volatility means stock prices can go down depending on market conditions. Cyclical stocks often f ...

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Targeting value to benefit from rising inflation? Look at your starting valuation to improve returns

Posted on 24.09.2021

Finding value in the market might seem the best way to benefit from rising inflation. Still, do value stocks stand to benefit from rising inflation? According to Schroders, returns on value stocks depend more on valuation than inflation.  The case for inflation According to Schroders, you can compare investing to applied history, so to understand the impact of inflation on value stocks, you have to step back ten or more years. Falling interest rates, quantitative easing (QE), and declinin ...

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Looking for equity income? Explore how investing is changing and alternative investment sectors

Posted on 22.09.2021

As investors search for income, they traditionally look to utilities, banks, oil and gas, and healthcare for attractive buys. Even with the dividend cuts announced after the pandemic hit, these sectors have been reliable for years. Investors are becoming pickier, though, and looking at alternative investments to diversify their income sources.  What’s changing within traditional UK income investment sectors? 1. Banks The financial sector has been a target for UK income investors fo ...

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What is value investing and how it differs from growth

Posted on 30.08.2021

Value investing is buying stocks that may be unloved or overlooked. Such companies could be trading below their valuation and could provide upside potential once the market catches up. The idea started back in the 1920s by professors Benjamin Graham and David Dodd from Columbia University. Their strategy was to look for stocks priced lower by 66% than their underlying asset value.  Warren Buffett is one of the most successful investors adopting value investing. He applies a set of rules fo ...

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How to generate portfolio income despite low dividends and interest rates

Posted on 25.08.2021

The pandemic blew up income investors’ revenue sources. Regulatory restrictions resulted in dividend cuts to ensure companies could overcome any profit loss. Plus, countries brought interest rates to their lowest levels, wiping bond yields. But, the situation is shifting now with dividends back on track. In Q2 2021, UK dividend payouts increased by more than 60%.  Still, Link Group reported that UK equity income distributed by investment trusts declined for the first time in 10 years ...

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How to use capital losses, PRR, and tax-efficient investments to reduce CGT

Posted on 17.08.2021

Capital gains taxes (CGT) appear to be vulnerable to an increase. They usually apply to a small number of taxpayers. They also aren’t included in the triple lock that prevents national insurance, income taxes, and VAT rates from rising. Given the recent uptick in residential property sales and rising prices, you may face higher CGT payments. A potential rise in the CGT rate would also incur higher payments in the future.  You have one of 3 ways to scale back your CGT payment. Since C ...

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