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Thursday, 28 February 2019 06:39

Changes Ahead For The Mutual Fund Industry?

Mutual Funds have changed quite a bit over the past decade – is that trend likely to continue?

Periods of uncertainty can often coincide with market volatility.

Building strong relationships with clients is essential to success. There must be a certain level of trust and confidence between clients and asset managers.

ESG funds increased by nearly 50% in 2018 and assets grew to over $160 billion after a third consecutive year of significant in-flows.

Wednesday, 06 February 2019 09:36

Financial Advice From Captain Kirk?

Taking financial advice from Star Trek? What? In a recent piece for Bloomberg, Mark Gilbert suggests doing just that based on a new approach shared on the Epsilon Theory website.

Volatile markets and the inevitable feelings of uncertainty often lead investors to make irrational decisions. Once conditions stabilize investors are often left with feelings of regret.

ESG investments were once considered risky niche investments – but that’s no longer the case. They currently account for over $20 trillion of assets under management.

Tuesday, 15 January 2019 15:16

What's Ahead For ETFs In 2019?

Despite significant market turbulence in 2018, ETFs continued to grow in popularity and gain assets.

Friday, 11 January 2019 08:48

The More You Know - Best Investment Books

There are many investment books written each year. Without digging in and reading each and every one how do you know which ones are best?

Tuesday, 08 January 2019 09:37

What NOT To Say In 2019

They don’t always make sense, but somehow, certain words or phrases always become popular and are often over-used.

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