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March Seasonality: Stronger in Election in Years

Lion to Lamb
Unlike weather and the biblical tales, stock markets in March usually start with stability and turn wild with volatility towards the end.

Stock Market Update: Big Names Surge, Small Ones Fizzle

4 stocks make up most gains in Feb 20
Large Cap stocks make up most of the gains this year, far outpacing smaller stocks. A reversal of this trend could come soon, in March even.
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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.

UK Taxation for Non-Domiciled UK Residents

UK_tax
There are three main tax benefits of using offshore life assurance policies when you are considered a UK tax resident, but do not maintain 'domiciled status' in the UK. These include tax free investments, no Capital Gains Tax, and Tax Deferred Withdrawl Allowances. There are specific ways that HMRC calculates taxable benefits on proceeds of insurance bonds during retirement. These include Top Slicing and Time Apportioned Relief. Using trusts can also be a benefit to transferring wealth with reduced tax implications.

Sector Momentum & Relative Strength Outperformance

sector dispersion
Relative strength-based investing performs best when there is a high level of dispersion between market leaders and laggards. Since the beginning of this year, this has been the case. Semicondutors, software, waste management and computer technology sectors are leading, while oil related stocks are lagging. Using relative strength-based investing strategies can lead to significant long term market outperfomance compared to 'buy and hold' strategies.

January Negative Returns: What does it mean for the rest of the year?

two of three for January Indicators
January finished January down 0.2%. But the does not necessarily meaan the rest of the year will be. We look at the historical record to see how other years performed when January did not do well. It turns out 2 of 3 indicators often are enough to propel the markets higher.
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Seasonal Trades and Portfolio Update

Natural Gas, Energy and Copper still have to show signs of life to fulfill their usual bullish winter runs. Meanwhile, Strong US equity markets have lead to excellent returns in the model portfolios that adhere to seasonal trade stratagies. Expect some modest seasonal weakness soon, though.
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Seasonality Update: Market Leaders and 2020 Outlook

With the new year and new decade already here, the markets closed on one of the strongest years for the US equity market in the past decade.  The S&P 500 (SPX) was up nearly 29% in 2019 - the second best year in the 2010s, only 2013’s return of just over 29% beat it. All broad sectors produce gains last year, with nine out of the 11 broad sector SPDR ETFs posting gains greater than 20%. The top three sectors, using SPDR ETFs as proxies, were technology (XLK), communication services (XLC, basically a technology ETF), and financials (XLF), returning 47.90%, 29.92%, and 29.22%, respectively. Energy (XLE), on the other hand, was

Market Outlook: Q1 2020

US world focus
With worldwide central bank rate cuts at record highs and inflated SPX valuations, Wall Street earnings estimates for Q1 2020 look excessive. This is a typical sign of last cycle bull market. Mega-caps are able to outperform and hold earnings margins, but can they continue? We review what JP Morgan and BAML analysts have to say about the current state of the US economic landscape. Why would they make top recommendations in Energy, Small Caps, Industrials and Transportation for 2020?
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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.

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