Wealth in Practice is Moneycube’s information resource for professional advisors. From investment trends to legislative change and market commentary, our aim is to equip you with the investment and pensions knowledge you need to assist your clients. Please remember that this is not financial advice. To receive advice using Moneycube, click here to contact us.
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I’ve held a small portfolio of shares for many years, mainly in well-known Irish and UK companies such as CRH and Barclays. I like getting the annual report and other information from the companies. But these days the trend is to hold shares electronically. What are the advantages, and should I say goodbye to my … Continued
This year, it’s been impossible to ignore the markets. Driven by inflation, war supply chain shortages, there have been significant declines in most markets, followed by a partial recovery over the summer, which itself is unwound in September and October. Many of us have seen significant declines in the value of our pension pots. Whether it’s … Continued
The Asia-Pacific region has seen dramatic change over the last few years, from political change to prolonged lockdown, and heightened tension over Taiwan. To understand investing in Asia Pacific, Moneycube talked with James Thom, investment director at Abrdn New Dawn Investment Trust. Abrdn New Dawn is focused on investing in equities in Asia Pacific, excluding … Continued
Pensions Awareness Week Ireland (PAW) is back and bigger than ever! Join Moneycube and over twenty other contributors from 19 – 23 September to create a roadmap for your financial future. PAW22 will offer: 1. Free financial information and a series of online events covering the A to Z of pensions 2. Free 1-2-1 consultations on your pension 3. We’ll also … Continued
We want many things from our investments. But above all, an investment needs to be sustainable – in the broadest sense of the word. If the instrument you’re investing in isn’t going to be there in a few years when you need it, there is a major problem. Recent changes in Europe known as SFDR … Continued
There have been some dramatic changes in financial markets – and the world in general – over the last six months. As we approach the half-year market, it’s time to look at what has happened, how things are likely to unfold in the second half of 2022, and what it means for your investments and … Continued
In response to the Russian invasion of Ukraine, the wider world has shown notable unity and decisiveness in placing sanctions and asset freezes upon oligarchs close to the Russian regime, Russian companies, and restricting global payments systems. There’s been an immediate knock-on effect in the investment industry. One major index provider has described Russian market … Continued
Going for gold is the 3,000-year-old investment strategy. So is now the time for people in Ireland to invest in gold? Gold has some characteristics that investors just can’t ignore. When governments print money, countries fight wars, or political uncertainty increases, share prices can come under pressure. But demand for gold grows. This is the … Continued
Do women investors outperform men? An understanding of some common yet unconscious behaviours could help to improve investment returns. Advisors can play a fundamental role to observing these behaviours and helping to ensure decisions being made are mindful. According to a study by US fund manager Fidelity, in 2021, women investors outperform men, with 67% of … Continued
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