Investment Alerts

Published / Last Updated on 18/05/2019

Traffiic Light Investment WarningsYour Traffic Light Investment Alerts are here:

Red, Amber and Green Investment Warnings Service

Unique 'Traffic Light’ investment warnings on the Directors personal views of markets.

  • Market Rises - get in before markets rise
  • Falls - lock in profits and get out before markets fall.

Traffic Light Investment WarningsWe will not get it right all of the time, if we did then we would be billionaires.  We look at markets at crucial trigger points, assess the likelihood of rises or falls and give you our sentiment for that market.

Traffic Light Investment Sentiment Alert: Red/Neutral

18/05/2019 – Early in the week all markets continued to fall except the US as the Dollar approaches a two year high and then European markets recovered much of last week’s falls as the US decided to postpone the increase in tariffs on imported cars clearly helping all EU car manufacturers and in particular Germany and France.  China and the Far East continued to fall as US tariffs will hit China the most and drag down their neighbours.  In the UK, cross party talks on a Brexit solution appear to have collapsed with Jeremy Corbyn saying Labour will continue to vote against the Government’s Brexit Agreement.  Result:  The pound weakens (as before) and FTSE 100 (UK companies mainly earning profits overseas) rose and held steady.  2019 looks like it will continue to be a rocky road.  We remain cash parked for main capital and continue to drip feed in with regular monthly savings whether markets rise or fall to spread our risk over highs and lows.


Stock Market Indices

  • FTSE 100 (UK) - last week 7,203, closing this week at 7,348 (+2.01%)
  • Dow Jones (USA) - last week 25,942, closing this week at 25,764 (-0.69%)
  • Dax (Germany) - last week 12,059, closing this week at 12,238 (+1,48%)
  • CAC (France) - last week 5,327, closing this week at 5,438 (+2.08%)
  • Shanghai Comp. (China) - last week 2,939, closing this week at 2,882 (-1.94%)
  • Hang Seng (Hong Kong) - last week 28,550, closing this week at 27,946 (-2.12%)
  • Nikkei (Japan) - last week 21,344, closing this week at 21,250 (-0.44%)

An average across the above indices of +0.06 % this week.


What's the difference - Red/Amber/Green v Positive/Neutral/Negative?

  • Red/Amber/Green - is what we are doing right now with our own investments - THIS IS NOT ADVICE TO YOU.  Red - we are in cash, Amber - we are holding our position, Green - we are invested.
  • Positive/Neutral/Negative Sentiment - is a our view of a particular investment sector for the coming months.  Positive - we think market will grow, Neutral - we think market will remain flat or are not sure, Negative - we think market will fall.
  • Video/Watch - Why do traffic light alerts now include sentiment indicators?  We explain ...

Our Market Sentiment View Overall: Red/Neutral

  • UK - 'RED' but Neutral.
  • Europe - 'RED' but Neutral.
  • North America - 'RED' but Neutral.
  • Japan - 'RED' and Negative.
  • Far East/Asia (excl. Japan) - 'RED' and Negative.
  • Emerging Markets (Brazil, Russia, India, China et al) - 'RED' and Negative.
  • Index Linked (Gilts/Bonds) - 'AMBER' and Neutral.
  • Fixed Interest Gilts/Bonds/Corporate Bonds) - 'AMBER' and Neutral.
  • Commercial Property - 'AMBER' and Neutral.
  • Money Markets/Cash - 'AMBER' and Neutral.

Sentiment List: What do larger fund managers think?  https://www.oldmutualwealth.co.uk/Adviser/investment-and-funds/fund-information/portfolio-building/Sentiment-indicator/

THE CONTENTS OF THIS ALERT IS NOT ADVICE TO YOU PERSONALLY AND SHOULD NOT BE TAKEN AS ADVICE. JUST BECAUSE WE HAVE GONE GREEN WITH OUR OWN MONEY AND DECIDED TO INVEST, IT DOES NOT MEAN THAT YOU SHOULD INVEST OR DISINVEST. OUR ASSET MIX, OUR RISK PROFILE AND OUR TOLERANCE TO LOSSES MAY BE VERY DIFFERENT TO YOUR OWN.

We repeat if you are not in markets, worried about having too much in cash and you want to go back into markets or start ‘drip feeding’ back in now that markets have fallen even further or if you are invested in markets and want to get out then please contact us with your instructions.


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

  • For Gold clients who do 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 (£200 per policy).
  • For Platinum clients we will review your funds and suggest switches at no additional charge.

CHECK YOUR LAST REVIEW REPORT:  To see what funds we recommended to you so that you know what you are in or what you decided to postpone investing in.

Want advice? Platinum Clients No Charge.  Other Clients, mid-term advice £200 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 switch X%/£XX in the "YYYY" fund to the following “XXXX” fund(s) in line with my last fund review report.”

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.

Is a Traffic Light Investment Alert Financial Advice?

TRAFFIC LIGHT INVESTMENT ALERTS EXPLAINED:  THIS IS NOT FORMAL FINANCIAL ADVICE.  ALERTS ARE NOT TAILORED TO YOUR INDIVIDUAL CIRCUMSTANCES, WE ARE NOT PERSONALLY ADVISING YOU TO SWITCH OR NOT.

TRAFFIC LIGHT ALERTS ARE TO GIVE YOU OUR SENTIMENT ONLY OF A MARKET SECTOR USING STOCK INDICES AS THE BENCHMARK.

IN SHORT, THEY ARE CLIENT WIDE WARNINGS FOR YOU TO CONSIDER YOURSELF WHETHER TO SWITCH FROM CASH TO MARKETS OR MARKETS TO CASH – WE WILL NOT OFFER FORMAL ADVICE ON CHOOSING FUNDS – WE WILL ONLY TAKE YOUR INSTRUCTION TO SWITCH IN OR OUT OF MARKETS.


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