+ 7 (495) 684-04-00

Category: News

July Outlook Update: More COVID Threatens Rally

The increase is COVID cases in the US along with the upcoming presidential election make for an interesting summer of investors. July through October performance is a high predictor of the election. Is a July rally likely?

Friday Investment Talk: Russian Taxes, Market Valuation, MLPs and Credit Quality

Investment Talk

AVC partners review Veronika’s participation in the Russian Portfolio Investment Conference where she discussed our Dividend Investment Research (DIR), and the new 13 to 15% income tax for Russian non-residents, down from 30%.   We reviewed the influence of recent central bank actions stocks and bond pricing. Credit quality is likely to become more of …

Friday Investment Talk: Russian Taxes, Market Valuation, MLPs and Credit Quality Read More »

Investing in COVID-19 Times

Markets are near all-time highs across the board. The NASDAQ 100 (QQQ) has outperformed all major indexes as investors flock to quality technology names such as AMZN, AAPL, MSFT, FB and GOOG. These stocks account for a full 50% of the NASDAQ’s gains since the COVID low on March 23, 2020. More COVID Cases Despite …

Investing in COVID-19 Times Read More »

Friday Investment Talk: ESG, Corporate Debt, and Fundamental Weakness

This Friday we follow up on our ESG webinar from Wednesday. ESG ETFs have witnessed explosive growth in terms of AUM and number of listings. ESG outperfomance vis-a-vis SPX and even the NDX is evident lately. Certain institutional investors have pushed this stretched trend recently. Many market indicators (both fundamental and technical) are very overbought. …

Friday Investment Talk: ESG, Corporate Debt, and Fundamental Weakness Read More »

FRIDAY INVESTMENT TALK: NDX at all time highs

Friday Investment Talk
Markets are still bullish, although even more overbought than last week. Today's unexpected employment report provides fuel for higher prices. MLPs are leading momentum in all high dividend paying ETFs. Defense and Transportation (Airlines) showed strength this week. Value plays have rebounded sharply, while software companies look vulnerable with high valuations. Defaults are rising. Investors have piled money into cash equivalents. We look at the EUR/USD and Palladium also.

Today’s Troubles Are Future’s Fortunes

Volaitlity is spiking to levels not seen since 2008. Should long-term minded investors run for shelter? With no light at the end of the tunnel these bleak times seem desperate. But what happens usually after VIX spikes like the one we are currently experiencing? We look at the months and years after intense volaitility to find solace in the future of the economy.

UK Pensions: Tax Advantages of Flexible Drawdown for Non-Residents

Uk-nonresident-pension-tax
If you approaching pension age and are resident in a low tax jurisdiction (Russia, for example), you could take advantage of the UK's flexible drawdown regime from age 55. If you are non-resident for tax purposes, although you might in future return to the UK to live, or indeed to another country, you may be able to receive the full value of your fund liability to UK tax and so without deduction of tax at source. By investing the proceeds properly, you could obtain tax free growth whilst you are outside the UK and then benefit from withdrawals of 5% per annum tax free when you are back in the UK.

UK Property Tax on Second Homes

UK property tax
Owners of second homes or buy-to-let properties must brace themselves for a seismic shift in how capital gains tax is paid, on top of the rule changes for non-residents who own UK property.

Park First: Just Another Scam Unfolding?

Park First
UK Car Park company Park First has run into trouble. We have strong doubts that investors will recieve any money back. This is another example of an investment (we avoided and warned against) that has lured many Russian clients into losing all their money. If you have been affected, please seek the correct channels for communicating your dispute.

Spanish Real Estate: Can the recovery continue, ignoring the ‘elefante’ in the room?

Spain Brexit
Spanish property prices have been coming back recently. With all the UK residents living on the Spanish Costas, can this continue? Brexit could thow the area back into the a recession, if UK expats retreat home. Three factors having the most impact include, residency, pension levels, and access to affordable healthcare.

For Whom

Our Expertise

Our Solutions

This information is not an individual investment recommendation, and the financial instruments or transactions mentioned in it may not correspond to your investment profile and investment goals (expectations). It is your task to determine whether a financial instrument or transaction matches your interests, investment objectives, investment horizon and acceptable risk level. AVC Adisvory, Inc. and its affiliates are not liable for possible losses in case of making transactions or investing in the financial instruments mentioned in this information, and do not recommend using this information as the only source of information when making an investment decision.

Twitter Facebook Linkedin-in Youtube Telegram-plane
Scroll to Top