Wealth Adviser Newsletter

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NEWSLETTER | 28 May 2020

Despite the chaos and confusion caused by the coronavirus pandemic, staying focused and calm is the key to investment ’success’. That’s the message from Balchug Capital founder and CEO David Amarayan this week as he assesses how HNWI investors, their advisers and family offices should respond to the recent market turmoil.

The importance of keeping a cool head and holding your nerve is echoed by Chris Andrews, co-manager of the top performing SilverCross Global Small-Cap fund, who points out that while predicting the future is impossible, history can act as pointer to what lies ahead. And whenever equity markets have witnessed previous falls of this magnitude, Andrews says they have almost always been followed by recoveries which generate significant returns over the following three years.

Those in need of a little more reassurance – especially when it comes to the health of their pension pots – can now turn to a new guide put together by seven individual bodies with responsibility for protecting UK pensions, including the The Pension Protection Fund (PPF), The Pensions Regulator (TPR), and The Financial Conduct Authority (FCA). The guide outlines all the protections that are in place and directs savers where they can go to seek free, impartial guidance should they have any further questions.

Sticking with pensions, we also have news of a new initiative by The Pensions and Lifetime Savings Association (PLSA) inviting pension schemes, the wider financial services industry, the public and stakeholders to give their views on the practical ways the retirement savings sector can address climate risk. Evidence and views can be submitted via the PLSA website until Friday 14 August.

Wealth Adviser

Investors should stay focused, calm, and avoid making impulsive decisions

Thu | 28 May 2020, 17:01

By David Amarayan (pictured), Founder and CEO, Balchug Capital – We are living through one of the worst economic shocks in history. The volatility is dizzying and the territory is uncharted. The scale of market movements and the amounts of fiscal stimulus governments are applying have never been seen before, and nor have many of the phonemena we are witnessing, such as negative oil prices.

Thu | 28 May 2020, 17:01

The sell-off around the world sparked by the coronavirus crisis is so rare and extreme in nature that it is likely to be followed by a significant recovery if it follows historic trends, according to global small-cap investment specialist SilverCross.

Thu | 28 May 2020, 17:01

Seven bodies with responsibility for protecting UK pension savers’ pots have joined forces to create a guide answering some of the most commonly asked questions at this time.

Thu | 28 May 2020, 17:01

The Pensions and Lifetime Savings Association (PLSA) is inviting pension schemes, the wider financial services industry, the public and stakeholders to give their views on the practical ways the retirement savings sector can address climate risk.

Thu | 28 May 2020, 17:01

Advisers and wealth managers are taking advantage of the continued period of lockdown by finding time to update and improve their knowledge in technical areas of financial planning which affect their clients.

Global ETF launches 21-28.05.20

Thu | 28 May 2020, 17:01

European white-label ETF and ETC platform HANetf broadened its horizons this week with news of its first five launches on the SIX exchange in Switzerland offering investors transparent and liquid exposure to long-term social, medical and technological ‘megatrends’. Elsewhere, bonds where the focus for both KraneShares and Xtrackers with the former launching a new Chinese bond market ETF, and the latter a brace of funds offering access to US government and Eurozone bonds. JP Morgan meanwhile launched two new active transparent equity ETFs.

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