Exchange-traded funds (ETFs), are a popular option for investors looking to grow their money and allow you to buy and sell funds like a stock on a popular stock exchange. Our portfolio manager Daniel Greenhough takes a look back at the best and worst performing ETF Themes of 2020.
For the first market update of 2021, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss market impact of vaccine rollout and continued lockdown, political rest in the US and increased interest in cryptocurrencies such as Bitcoin. Estimated listening time: 7 minutes
Our portfolio manager Daniel Greenhough gives us a summary of November 2020, which was a positive month for stock markets and performance across the board mainly as a result of the welcome news of a successful vaccine developed by both Pfizer and Moderna.
For the final market update of 2020, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss market impact as a result of a Brexit deal, Biden as President Elect and the vaccine rollout. They also discuss Mike's recent TED Talk. Estimated listening time: 8 minutes
On the twelfth day of Christmas my true love sent to me, twelve drummers drumming. We mark the final day of the 12 Days of Christmas and the end of the holiday break, with the twelve drummers drumming and a look at how the price of oil drums has faced considerable volatility in the past.
On the tenth day of Christmas my true love sent to me, ten lords a-leaping. We mark Day 10 of the 12 Days of Christmas, with the ten lords leaping for exercise, and how home exercise related businesses have thrived during 2020 with continued lockdown measures in place.
2020 has made us more protective of our money and carefully consider all of our financial decisions. Your mind can be either constructive or destructive to your wealth. In this Webinar, we speak to Wealth Coach Indre Butkeviciute, Lily Advisory Founder, about how to have a winning mindset of wealth.
On the ninth day of Christmas my true love sent to me, nine ladies dancing. We mark Day 9 of the 12 Days of Christmas, with the nine elegant ladies dancing, and how exercising self control is key with dancing and with our investments, especially during periods of considerable volatility.
On the eighth day of Christmas my true love sent to me, eight maids a-milking. We mark Day 8 of the 12 Days of Christmas, with the eight maids milking cattle and a look at how advancement with vaccines can provide a positive reaction to both our health and our investments.
On the sixth day of Christmas my true love sent to me, six geese a-laying. We mark halfway and Day 6 of the 12 Days of Christmas, with six geese being the religious symbol of creation and reflect on the birth of financial markets we know today.
On the fifth day of Christmas my true love sent to me, five gold rings. We mark Day 5 of the 12 Days of Christmas, with the five rings made of the yellow metal, gold. Gold is a precious metal that is popular as an investment option and often viewed as an effective safe haven.
On the fourth day of Christmas my true love sent to me, four calling birds. We mark Day 4 of the 12 Days of Christmas, with the calling (or colly) bird, which is thought to be the blackbird, and how commodities fit into the investment themes of our portfolios.
On the third day of Christmas my true love sent to me, three French hens. We mark Day 3 of the 12 Days of Christmas, with the faith, hope and love of the three French hens and how emotion should not be the main driver for your ongoing investment decisions.
On the first day of Christmas my true love sent to me, a partridge in a pear tree. We mark Day 1 of the 12 Days of Christmas, with the elusive partridge in a pear tree and the importance of having a good investment strategy and diverse portfolio.
Our portfolio manager Daniel Greenhough gives us a summary of findings from the Rosecut portfolio performance against the ARC Index for October 2020, where stock markets were impacted by concerns over European lockdowns and uncertainty related to the US presidential election.
This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the sharp rally in equity markets, the result of the US election with Joe Biden as President-Elect and market response to the promise of a vaccine for Covid-19. Estimated listening time: 6 minutes
This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the upcoming US election and the expected market response, as well as exploring the idea of negative interest rates in the UK banking system. Estimated listening time: 9 minutes
Planning for the future is important. There are a variety of factors to consider and we could all benefit from putting goals in place. In the next Webinar of the series, our investment team discuss retirement planning and how important this is for the future, focusing on Individual Savings Accounts.
Hello everyone! Poppy here again and this month I will be weighing up the pros and cons of having a Self-Invested Personal Pension (SIPP) and an Individual Savings Account (ISA) as part of your personal financial plan.
While a Cash ISA is simply a tax-free savings account, a Stocks & Shares ISA is a tax-efficient investment account. We are delighted to announce the launch of the Rosecut ISA, which allows you to hold our investment portfolios within a tax-free wrapper. Find out more now!
This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the rise and run-off of tech stocks, the upcoming factors to consider for markets and the economy given the continuation of low interest rates and plentiful liquidity. Estimated listening time: 6 minutes
We were thrilled to see so many of you engage in our first webinar of the series and raise some very interesting and excellent questions. We ran out of time to answer these live so we have answered these for you here - we hope you find them useful!
In the next Webinar of the series, our CEO Qiaojia Li and advisor Mike O'Sullivan discuss how to invest through a recession, where they cover what a recession means exactly, the dynamics of them such as mega trends and key factors and the comparable "Cycle of Seasons".
This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss in another podcast the US dollar, the banking sector as one of the worst performing sectors and Trump's executive order to continue jobless benefits, but at a lower level. Estimated listening time: 9 minutes
Our next Webinar of the series was hosted with Marcus Allen, the Director of Business Development at Cult Wines. Our CEO Qiaojia Li and Marcus discuss how to balance essential and passion investing, which includes fine wine investment.
We are excited to present to you our first ever Webinar in a new series, which we hosted with VC Investor Yana Abramova of Pretiosum Ventures. Our CEO Qiaojia Li and Yana discuss managing your personal finance in 2020.
As confinement continues to ease in many countries, we are seeing signs of economic recovery beginning to build. This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss in another podcast what this means for stock markets and how investors should behave.
Following a further ease of lockdown measures this month, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss in another podcast their view on how markets will adjust to the aftermath of coronavirus and whether consumer habits will change as we learn lessons from the crisis.
Hello everyone! Poppy here again and for this month I am posing the question of 'how much money do we really need to be happy?' We should use our time in the current environment to consider what our financial goals are and how we view our personal position on the money vs. happiness line.
This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss in another podcast their view on the different phases that the global economy has gone through as a result of the ongoing coronavirus outbreak and the future outlook for markets.
With the coronavirus outbreak still affecting market volatility worldwide, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss in another podcast what measures governments and central banks are implementing to help sustain the global economy.
Our CEO Qiaojia Li features on the Business Breakfast at Jazz FM with Nick Howard discussing the coronavirus and its market impact, which includes investor habits during volatile periods of uncertainty, travel restrictions and their implications & governmental actions to mitigate economic downturn.
Roses are Red; Violets are Blue; February is the month of Valentine's Day, but what does this mean to you? Relationships can always benefit from a little TLC but how do couples actually handle finances with their partner successfully?
The aim of Open Banking over Closed Banking is to improve transparency, competitiveness and integrity in the financial services whilst improving the customer experience overall. We take a deeper look into all you need to know about Open Banking in 2020.
To kick start the new year (and new decade), our in-house portfolio manager Daniel Greenhough and advisor Michael O'Sullivan discuss geopolitical affects on markets, in particular the tension between Iran and the US, and currency comparisons between the British pound and the Chinese renminbi.
The M&G Property fund has suspended redemptions again. The fear of which fund will suspend next, may become a self-fulfilling prophecy for investors. We suggest investors review their portfolios for other funds that may be at risk.
We do things differently this month by providing a longer market update and look ahead to the upcoming new year (and beyond); Will the UK property market pick up? Will we ever see a resolution on Brexit? Where to invest, US or Europe? Daniel Greenhough and Mike O'Sullivan break things down for us.