Financial Industry Archives - Brett Investment
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Financial Industry

The Healthy Optimist

The Healthy Optimist

After last year’s relative calm, you will no doubt be aware of the recent increase in stock market volatility. For some this might create a feeling of anxiety and tempt them to react and make changes… personally I wouldn’t view this type of response as...

Trusted Adviser Group (TAG)

In 2008, we (Brett Investment), along with a group of other like-minded professionals, formed a study group to connect our firms. All of us faced similar business challenges as we moved from a traditional financial services model to an independent fee-based advisory business....

Brett Investment - Fund Management Charges

The Lidl Effect…

One of the newest, but best, effects of true price competition here in the UK has been the way that Lidl has changed the shopping habits of many. In the murky world of fund management charges Vanguard has been having a similar effect. ...

Brett Investment - Europe's Enconomies

Pigs can fly!

During the depths of euro crisis, the countries at the periphery of the Eurozone, with the greatest debts and weakest economies, became known collectively as the Piigs. They were Portugal, Italy, Ireland, Greece and Spain. ...

Brett Investment - Global Stock Market

2012 – The Year It Didn’t Happen

Judging by last year’s financial headlines, investors would have spent much of their time anxiously awaiting one financial calamity after another that failed to materialise. The euro zone did not fall apart. China’s economy and stock market did not crash. The bond market did not...

Brett Investment - Stock Market Forecast

Phew what a relief! We are still here…

Unlike last summer, when it seemed that the world might fall apart and stock markets collapsed by 20% (on the basis of some useless comments from a credit rating agency that the US had a debt problem!) this summer has been relatively benign. ...

Brett Investment - Retail Distribution Review

No going back on RDR

There’s no doubt, that for most IFAs, 2012 will be their most challenging year to date with the Retail Distribution Review (RDR) set for 2013. ...



This article is distributed for educational purposes and should not be considered investment advice or an offer of any security for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed.

Past performance is not indicative of future results and no representation is made that the stated results will be replicated. Errors and omissions excepted.