Don’t overlook EIS and VCTs in the coming months
Tax-efficient investments could be an answer for anyone concerned about the prospect of tax rises in the wake of the pandemic
Author: Portfolio Adviser
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Robert Cole: Is China’s growth story too good to be true?
For investors wondering what to make of China’s latest GDP figures, the glass is both half-full and half-empty
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Ben Goss: Portfolio cashflow planning for complex times
The answer to helping clients plan well for a complex and uncertain future can lie in preparing them for a range of reasonable outcomes – including stressful ones
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Dan Kemp: The UN’s sustainable development goals – five years on
Now five years old, the UN’s SDGs are a useful tool to use with clients because of their resonance and relatability
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Alternative thinking: Investing for income in a post-Covid world
As the global economy lurches from crisis to crisis, income investors ought to consider alternatives to equities and bonds
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‘I see no way of an agreement being signed’: Brexit cliff-edge looms in 100 days
Seven investors reveal their thoughts on Brexit negotiations as the end of the transition period nears
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John Davies: Taking the temperature of post-Covid VCT valuations
These are far from usual times – so should VCT investors consider a different approach to normal?
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Samantha Gleave: Identifying value in a modern economy
Is value structurally impaired as an investment strategy or does a modern economy require different metrics?
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Andrea Iannelli: Pandemic only ‘emboldens’ case for fixed income
Video interview with Fidelity International’s investment director, fixed income
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Ben Goss on risk: Don’t look back in anger
The Covid-19 crisis will shine a light on the use of historically based performance statistics as a guide to risk and return
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Five considerations for tax-efficient investors this summer
Tax-efficient investors and their advisers have much to think about – and this summer like no other is a good opportunity to do exactly that
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Kate Capocci: Using pragmatism, not idealism, to create real change
Divestment can play a part in solving climate change but it should be reserved for businesses that cannot or will not change