by Richard | Feb 28, 2020 | Archive
Anthony Bolton was a favourite amongst Independent Financial Advisors when he ran the Fidelity Special Situations Fund. His latest venture’s results at Fidelity’s China Special Situations Investment Trust have not been so impressive....
by Richard | Feb 28, 2020 | Archive
The following article is sad reading on the state of public finances and the British Government’s budget deficit http://www.moneymarketing.co.uk/politics/govt-borrowing-higher-than-expected-in-july/1056599.article The lower than expected tax receipts are a sign that...
by Richard | Feb 28, 2020 | Archive
I am delighted that Virgin Money has started a process of securitisation for UK prime residential mortgages. I hope this is a sign that the bond market has confidence in UK mortgage lenders and British Banking institutions. I hope it will make my life as an IFA and...
by Richard | Feb 28, 2020 | Archive
The following article is very interesting. http://www.moneymarketing.co.uk/regulation/high-court-rules-against-fscs-in-landmark-advice-case/1059555.article I agree with the Court’s ruling. I sincerely hope the fines which the FSA should levy against the unscrupulous...
by Richard | Feb 28, 2020 | Archive
I was very disappointed to learn of Met Life’s decision to leave the Fixed Term Annuity Market. Fixed Term Annuities appeal to many younger retirees who think the interest rate cycle will change over the next few years and couple with being older hope to receive a...
by Richard | Feb 28, 2020 | Archive
I am very concerned that there will be more quantative easing which will lead to inflation and poor investment returns, especially for older baby boomers planning to buy an annuity in the near future, following the comments from the Head of the IMF. I think the...
