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Edition: 337

1-8 out of 8 results.

Advisers and investors in the dark on LITs and LICs

The Treasurer has announced a public consultation into whether advisers can accept selling fees on LITs and LICs to address potential conflicts and compliance with best interests duties.  

Three fascinating lessons overlooked by investors

Investing is a field where experience matters, but we all operate with a set of beliefs. Staying on top of market research gives useful lessons for investors and challenges common assumptions. 

Sale and leasebacks benefit both companies and investors

Property funds are finding new assets in companies making better capital management decisions by selling their properties and leasing them back. It also gives investors strong long-term returns.

Fewer new LICs and LITs in 2019, but more funds raised

Fixed interest LITs domniated the traditional equity LICs in 2019, and while bond issuers enjoyed unprecedented demand, many equity LICs struggled with large discounts to asset value. 

How much can retirees spend and not run out of money?

The '4% withdrawal rate' is a commonly-used safe amount to take from retirement savings and not run out of money. But this may lead to frugality when retirees could enjoy a better lifestyle.  

A simple method to help mitigate sequencing risks

A shock to a portfolio at the wrong time can compromise a retirement plan where cash must be withdrawn each year. There are funds which attempt to trade some of the upside to reduce the downside.

Technical analysis using four trading tools

Often the method of choice for advanced traders, technical analysis is a set of tools that other investors can use. They interpret market movements to better understand sentiment and risk.

Welcome to Firstlinks Edition 337

  • 18 December 2019

If there were ever a time to offer a 20/20 vision about the future course of markets, a few days out from 2020 would be it. While we are happy to publish the views of others, here at Firstlinks, we don't profess to have a crystal ball. When major geopolitical risks rest in the hands of Donald Trump, Boris Johnson, Kim Jong-un and Xi Jinping, with the potential of a midnight tweet to cause a market meltdown, predictions are fraught. It's better to set up a portfolio according to your goals and risk appetite, and stick to a long-term plan.

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