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Traffic Light Investment AlertTraffic Light Investment Alerts (VIDEOS: 1. Traffic Light Investment Alerts - Explained, 2.  Why we use FTSE 100 as a Benchmark.  LEARN:  Find out about our Money MOT Service and Traffic Light Investment Alerts)

Traffic Light Investment Status:  Amber

22/04/17 - FTSE 100 opened this week at 7,327 and closed at 7,114 (down 3%).  The Prime Minister’s announcement of a General Election in June, strengthened the £, in turn driving FTSE 100 shares down where companies earn more of their profits overseas and converting those back to a stronger £ meaning lower profits.  This combined with continued military tension and events in France kept western markets flat.  UK Retail sales are down and concerns about the French Election are putting pressure on EU and US markets.  We remain cautious waiting for a trigger, indeed most investment houses are now “negative” for US and UK (see yet another sentiment indicator below UK Election Infographic).   We continue to invest in China every month using the pound cost averaging/phasing model, with the balance cash parked waiting for a correction (this week’s falls are not enough for us).  We were considering ‘pound cost average/phase’ into emerging market funds but will hold back for now given imminent elections in France and UK and also the North Korea issue.

Our Sector Indicator

  • UK AMBER – cash parked                                                                                          
  • Europe AMBER – cash parked
  • North America AMBER – cash parked
  • Japan AMBER – cash parked
  • Far East/Asia (excl. Japan)  AMBER – cash parked
  • Emerging Markets (Brazil, Russia, India, China et al)  AMBER (but we are still buying China each month)
  • Index Linked (Gilts/Bonds)  AMBER – cash parked
  • Fixed Interest Gilts/Bonds/Corporate Bonds)  AMBER – cash parked
  • Commercial Property AMBER – cash parked
  • Money Markets/Cash  GREEN.

Sentiment List: What do larger fund managers think?  https://www.oldmutualwealth.co.uk/globalassets/images/content-modules/funds/indicator_800.jpg  

UK General Election Infographic: Another asset manager’s sentiment indicator: https://www.uploadlibrary.com/Architasmm/Election_infographic_19apr2017.pdf

What Should I Do?  If you wish to switch funds:

  • For Gold clients who not want mid-term advice, we will action your specific switch instructions at no charge.
  • For Gold clients who want mid-term advice on which funds to switch to/from, there is a charge (£50 + VAT per policy, capped at £200+VAT).
  • For Platinum clients we will review your funds and suggest switches at no additional charge.

Firstly, check your last report from us to see if there is/was any Far East/Emerging market recommendations for when we go Green.

Want advice? Platinum Clients No Charge.  Other Clients, mid-term advice £50+VAT charge per policy.

DIY: Log in to your investments/telephone the provider direct to instruct any fund switches.

Email us:  Check your last report and send us an email with your instruction.

All Too Complex but do not want to pay for “mid-term” advice from us, consider emailing the following text:

“Dear Ashley/Joanne

I instruct you to check my funds invested and switch all funds with 50% or more exposure in Japan to the default “cash park” fund.”

WARNING:  NO ADVICE GIVEN OR DEEMED TO BE GIVEN:  WE CANNOT ADVISE WHEN A GOOD TIME TO INVEST OR NOT IS – INVESTMENT ALERTS ARE ISSUED FOR INFORMATION ONLY ON OUR OWN PERSONAL VIEWS OF THE MARKETS.  Please do not ask us for advice on what to do – if we knew exactly what will happen with markets, we would be billionaires.  This alert service is purely for information to let you know when we personally invest our own money in/out of markets.

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