Hard Currency Savings

Wherever you are in the world, the strength of your country’s local currency can be adversely affected by many different factors. Uncertainty encourages many investors to look outside of their local savings and investment markets, in a bid to access products that provide the opportunity to invest in ‘hard currencies’, specifically USD, GBP and EUR. Certain products enable investors to secure their savings in a long term financial secure manner.

FIT July 10

Friday Investment Talk: Gold, Interest Rates, Russia and Natural Gas, China, Fuel Cells and EVs

July remains bullish as low interest rates fuel stock returns and gold gains. Russia can be viewed as a high dividend value opportunity if oil prices can remain elevated, and natural gas prices stabilize. A note from Merrill Lynch outlines the demand for hydrogen fuel cells that support natural gas (UNG) prices. China continues to Read more ➝

Investment Talk

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

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 Read more ➝

COVID and gold

COVID Emergency Funds, the Price of Gold, and the Stock Market

Having one’s cake and not eating it. When I came to Russia, my first summer was hot and sunny and I took to cycling, exploring the city’s cycle paths, one of my favourites being the one that runs along Bolshaya Nikitskaya up to the Garden Ring. For those unfamiliar, the Garden Ring is a ring Read more ➝

Chris Weafer: Weak Ruble Protects The Economy

This commentary was posted by our long-time colleague and friend, Chris Weafer (link to http://macro-advisory.com/about/) in an editorial on Dec 22, 2014. Chris worked for several main Russian Banks as the Chief Strategist. He has won recognition as the best Russian Investment Strategist for 2013 by Reuters. With so many people contacting us over the Read more ➝