Strategy and Management Consultants

SUPPORTING ENTREPRENEURS AND S.m.e.'s

Strategy and Management Consultants

SUPPORTING ENTREPRENEURS AND S.m.e.'s

digital assets

Investment

Goldman pays 1.7 billion euros for Dutch-based asset manager:

In order to expand its asset management footprint in Europe and increase its sustainable investment capabilities, Goldman-Sachs has acquired NN Investment Partners investment capabilities. The business will push growth in products such as European equity and investment-grade credit, sustainable investments and "green" bonds. The chief is looking to diversify the bank's revenue to focus on more predictable business such as consumer banking, wealth and asset management. ______________________________ Is this is a good move? Will there be major benefits in the future?

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Investment

J.P. Morgan adds retirement spending tool to target-date funds:

The tool will help participants in the firm's SmartRetirement funds withdraw a portion of the money they have invested each year after they retire. When participants in SmartRetirement funds retire, they can withdraw a portion of their money each year until a target maturity that is 35 years after their retirement. The fund will suggest an annual withdrawal amount that would allow them to continue withdrawing over that time period. The retirement spending tool, which includes an interactive calculator that helps retirees look at spending tradeoffs, is based on JPMorgan Cha

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Investment

25% of scam victims are ages 18-24 years of age.

Investment scam victims lose £8,585 on average and people aged 18-24 lured by “get rich quick” promises are the most likely to be conned. Victims aged under 45 now account for 70 per cent of reported investment scams, Lloyds Bank said. Analysis of its data also suggests that people typically make three payments to fraudsters over the course of an investment scam. People aged 18-24 lost £1,433 on average. Predictably, analysis suggests that social media platforms are the main breeding ground for these types of scams, with a mix of false advertisements , fake endorsements an

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Investment

Here’s where Gen Z are building their wealth.

The Royal Mint released a report whereby it was discovered that 80% of those in Gen Z are investing, approximately £200 a month. It is said that 16 - 25 year olds are choosing to invest in their futures and that by the next financial year the investments made by this generation will amount to £9.4 billion. These young people are typically those following financial influencers or FinFluencers, however, these tips often come without disclaimer and can sometimes falsely promote investments. Investing has also had an affect on lifestyle, in order to support their finances :  8

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Investment

Walmart is not a value investment:

The stock is already above the normal valuations for Walmart, as indicated by the figures and forecasts just prior to the Russian invasion of Ukraine. Last year, the results highlighted a 20.7 price to earnings ratio, however, Walmart has reported growth of under 10 for years. Recent years saw it expand to as high as 27.7-times at December of 2020's peak of $153.70. Buyers back then paid too much. They are still well underwater more than 13-months later, despite the end of fiscal 2022 report. These gains have only reared the stock towards pricey valuations. ______________

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Investment

Stock market pull back: Spotlight on Roth conversions

From spiking inflation, ill reasoned governmental spending due to current policies in place for geopolitical unrest. This has led to plummeting equity markets, financial advisers are providing their wisdom of the upside to Roth conversions during a downturned market cycle. The tax bills that come with Roth conversions can sometimes discourage clients, but with the S&P 500 index down more than 10% from the start of the year and the Nasdaq Composite Index down nearly 18%, more advisers are presenting clients with the Roth option. ____________________ Is this a good tim

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Investment

What is REIT? Is it a good investment?

REIT has been around since the 1960s, currently over 40 countries have taken up this model. REITs stands for Real Estate Investment Trusts is a privilege which has been extended to all investors around the world who may want to invest in local or international REITs. The most popular examples are FTSE EPRA and Nareit Global Estate Index Series. The index holds REITs and non-REIT listed property companies and includes the Developed Markets and Emerging Markets indices. REITs may generate a steady income, however, there is little in the way of capital appreciation. ________

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Investment

Confusion over crypto currency!

Clients are now demanding access to their digital assets but are unsure of how to get them, when they will be able to and will brokers be able to sell them. Brokers are aiming to avoid trading straight assets directly, leaving that to specialty shops but instead give advisers access to a selected number of digital and crypto linked funds while waiting for SEC and give the all clear on exchange traded funds that invest into Bitcoin like currencies. However, due to the increase in demand the all clear is taking longer so access to the currency is taking longer. ____________

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Investment

Investment industry: SEC efforts to reform private equity fees

The Security and Exchange Commission last week proposed that private equity fund are recommended to provide data, every 3 months which would be a big shift in disclosure standards and reduce the ability for data sets to be manipulated and represented incorrectly. This shift would bring the private equity to parallel with public markets as the public funds will be used to even the spread of returns when the market is volatile, keeping bond yields low. The inspiration for change follows after a surge in reports over companies overcharging investors and providing inaccurate i

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Investment

Flat fee annuity for RIAs: More Investment opportunities?

The 3 major independent fee based insurance companies ( RetireOne, Dimensional Fund Advisors and Midland National InsuranceCo.) are working together and have added 3 asset allocation models and 38 institutional class mutual funds and ETFs ( Education and Training Funds) to the zero commission abiding deferred annuities. This annuity was named ' Constance' in October 2021, enabling registered investment advisors to wrap client brokerage accounts, individual retirement accounts and Roth IRAs with an annuity. ______Will you be investing?

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