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The Growing Popularity of ESG Investing: What It Means for Your Portfolio

In recent years, Environmental, Social, and Governance (ESG) investing has gained significant traction among investors, institutions, and asset managers. This trend isn’t just a fleeting interest; it’s reshaping the investment landscape in profound ways. As more individuals and institutions look…

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Navigating Legal Residency & Work Permits in Hong Kong: A Guide for British Expats

Hong Kong has long been a popular destination for British expats, offering a unique blend of Eastern and Western cultures, a dynamic economy, and a vibrant expatriate community. Whether you’re moving to Hong Kong for a new job, business opportunities,…

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Regular Savings with Bonnie and Clyde

  Question: Who will accumulate the largest pot of money aged 65, assuming 8% investment growth? Bonnie who saves for 10 years from 21 to 30 then decides to cease paying into…

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Timing the Market, Why it’s a Fool’s Game

  The temptation to outsmart the stock market by perfectly timing investments is strong for many investors. The dream of buying low and selling high is an alluring one. However, market timing is widely considered one of the riskiest strategies…

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The Investment Committee – Paddling Hard Beneath The Surface

  A powerful, well-diversified, long-term investment strategy must be built and maintained in addition to excellent, ongoing financial planning if you want to meet your financial objectives and liberate yourself and your loved ones to live the lives you envision.

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Pension

  A pension scheme is a savings vehicle that allows you to contribute money in the long term, i.e.. your retirement. In addition to enabling, you to save money, a pension plan allows you invest in a mixture of bonds, stocks…

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The Big Bond Bounce-back

  Most investors most likely wish to forget about the dismal results of bonds and stocks in 2022 and the first part of 2023. Many investors were seeing bonds declining in value for the first time, especially since equities were…

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Alternative Investment

  Have you ever wondered what alternative investments are and how they could impact your financial portfolio? In a world where traditional stocks and bonds often dominate investment conversations, alternative investments offer a unique avenue for diversifying your assets. These…

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Bad Habits That Restrict You From Achieving Your Investment Goals

  ‘If you don’t know where you’re going, you will probably end up somewhere else.’ – Laurence J. Peter The above quote epitomises and investment journey without a plan. When it comes to building your plan, your life…

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Your 7-point Mid-Year Financial Plan

  The year is halfway over at the beginning of July, so now could be an ideal time to assess your finances, review financial objectives, and make any necessary changes to keep on course. Write out your goals, no…

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Understanding the Concepts of Distribution and Accumulation in Investment Funds

  Have you ever noticed the same fund name yet at the end it has ‘acc’ and ‘dist’? Investment funds come in two primary forms: distribution and accumulation. Here we discuss the differences and concepts between the two strategies. Distribution…

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Overtrading can be the downfall to your investment returns

  In today’s fast-paced financial markets, it’s easy to get caught up in the excitement of trading. The promise of quick profits and the thrill of making swift investment decisions can be enticing. However, what many investors fail to realise…

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