Share
Blogger
Facebook
Google+
Instagram
LinkedIn
Pinterest
Pocket
Reddit
Tumblr
Twitter
WhatsApp
Contact Me
Email This Page
Print This Page

We use cookies and other services to enhance your browsing experience.Our privacy policy explains more.Please click the button to continue.

Blogs & News

Stay informed to keep ahead

Expat financial planning blogs & news

Our blog site is designed exclusively to inform on issues that relate to and impact expatriates around the globe.We cover a wealth of topics that include insurances - pensions - investments - estate planning and tax - all designed to keep you informed and up to date.

Open the "Blog Archives" below to use the three filters to quickly find the information you seek

  • Categories
  • Tags
  • Archive

Better still, by signing up to "Blog News" you will receive notifications of all new blog posts as they are added - we'll keep you informed to keep you ahead.

Please use the contact forms to ask any questions.

CSM Ltd - Expat Financial Planning Blog Team


Lessons From The Beautiful Game

An interesting analogy between football & investment management

The 2018 World Cup kicked off and is expected to be one of the most watched sporting events in the world.

What is unexpected are the results and performances of some of the top teams; four of the top five pre-tournament favourites failed to win their first match and continue to perform unconvincingly so far.

It may not be immediately obvious, but the role of a football manager offers a topical analogy for the skills required and challenges faced by an investment manager.

What is the value of remaining invested ?

A declining bourse need not be a signal to 'jump ship'

So much news and information is broadcast every day on financial markets and investments that it can make you feel as though it’s never the right time to invest, or remain invested.

Intrinsic carried out a useful statistical comparison that delivered clear results The comparison took data from investors using Intrinsic’s most popular diversified fund over a period that included significant market fluctuations and negative media coverage.

It shows the returns for investors who stayed invested throughout compared to the returns for investors who felt they should sell and missed out on the best month, five best months and ten best months

Momentum Fund Management Digest - "Coco" Pops - The Dawn Of New Bond Concern

Should investors in the wake of the 2007 financial collapse now be concerned with 'Coco' bonds ?

It was the summer of 2007 when one of the first canaries in the global financial coalmine started chirping.

Over the ensuing months the canary that was Bear Stearns fell from its perch as its hedge funds failed and the bank came under increasing financial pressure, before being sold to JP Morgan at a fire sale price.

Thankfully for the bondholders the new owner took on the debt obligations of the failed bank, a pattern that repeated through the crisis with bondholders being largely spared any loss burden as losses mounted and multi-billion dollar bailouts propped up the financial system.

Neil Woodford View On The UK Economy

"The UK economy is more unbalanced today than ever before" - Neil Woodford

All the talk of rebalancing the UK economy that we heard from policymakers in the immediate aftermath of the financial crisis unfortunately, has led to nothing.

The UK economy is more unbalanced today than ever before.

We had a recent meeting with Darren Winder of the Lazarus Partnership – Darren has been a very valuable input into our investment process for many years and his extensive knowledge and database on the UK economy is pretty much unsurpassed.

We covered a lot of ground during the meeting, but some charts really stood out. Here we provide a few of them, which we believe provide strong evidence of the continued imbalances within the UK economy and the unsustainable nature of recent economic growth.

 Page 1 

Further resources

Market Indicator - insightful views on equity market trends.
Video Updates - Discretionary Fund Manager (DFM) partner videos provide managers thoughts and opinions on current market events.
Market Scope Newsletter - don't miss out on important market events - subscribe now its FREE
Our Blog - Commentary and updates on insurances - pensions - investments - taxation and many other expat related topics.