Life Insurance as an Investment Vehicle

I write here to set out my thoughts on the use of life insurance as an investment vehicle, in the Russian context. Clients of all the jurisdictions invariably seek to optimise their tax position in which they operate. This includes holding assets that are so-called passive investments. There is a long history of legal systems Read more ➝

Stock Investing: Most Stocks are Duds

Recently Bloomberg commented on a newly released study by Hendrik Bessembinder regarding how many global stocks that actually perform well.  Variations of this study have been done by a number of different academics and practitioners – all with fairly similar conclusions – many stocks are duds.  Two years ago, an Arizona State University professor made waves Read more ➝

Seasonal Trade Strategy: July

July starts strong, but often finishes weaker. The week after Options Expiration week – this year starting on the 22nd – can be particularly volatile. July ends the NASDAQ’s best eight months, and starts its worst four months . We will provide notification when the NASDAQ sell signal comes.

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ETF Spotlight: Equity Income ETF Ideas

US Interest rates (see chart below) have fallen to their lowest level in close to two years, making it a tricky environment for investors who require steady income.   US interest rates are falling again, making income-foused investors uneasy. Here we provide ideas for tapping into equity income by using ETFs.  As we know, equity Read more ➝

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