Here's our weekly heads-up on the stories that may have caught your clients' attention over the weekend ...
What does a falling pound mean for my finances?
It is no secret that the value of the pound has been on a downward slope since the Brexit vote in June. But do clients know what it means for them?
Expect calls from clients who may have come across an article on the website of the Telegraph on Sunday, which suggested current market movements could push up the cost of finance for mortgage lenders as well as raise the rates paid to annuitants.
The article explained investors have been hit with a double-whammy as the price of the pound tumbled, causing US shares to rise and bond prices to fall, hitting investors in bond funds and creating other knock-on effects on mortgages and savings.
More on how the falling pound affects savings, investments and mortgages HERE...
Bargain hunting - the best shareholder perks still available
Shareholder perks are not as common as they once were, but there are still potential bargains to be had - as well as traps to avoid.
Shareholder perks mainly allow investors in a business to benefit from discounts or freebies from that particular company. For instance, London brewery Fuller, Smith & Turner offers shareholders a 15% discount in any pubs and hotels managed by the company. However, as always, there's a catch.
In a piece on Sunday the Telegraph listed the best - and worst - shareholder perks currently available to investors. Are your clients invested in these firms?
To follow Buffett or not to follow Buffett...
Many equity fund managers will cite the teachings of legendary investor Warren Buffett as if they were holy scripture. Yet few tend to actually follow them. Why is this and how forgiving should you and your clients be of this behaviour?
The FT explained fund managers tend to speak of the need to buy into great businesses at a reasonable price when others are fearful, and then argue these positions should be held for many years. Yet they themselves trade shares every few quarters, invest based on vague predictions about which way the economy is going, and tend to buy at the top of the market and sell at the bottom.
There are two very good reasons for this divergence, the FT suggested. The first is professional, the second is psychological. More HERE... (requires subscription)
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