What to do on Red Investment Alert

Not Sure What To Do On Investment Alert

Published / Last Updated on 06/03/2015

Video explains what to do if you are not sure when we issue an investment alert.

Related Videos

A Review of Market Drivers for 2025 with a Spanish Inquisition for 2026?

A Review of Market Drivers for 2025 with a Spanish Inquisition for 2026?

The initial shocks from 31st October 2024 Autumn Budget with huge increases for National Minimum Wage, in excess of inflation for all and over 20% for some younger workers ...

4m24d

Markets & Alerts

Protect With Profits Bonuses from a Stock Market Crash

Protect With Profits Bonuses from a Stock Market Crash

The last 12 months have been volatile with Trump Tariffs and geopolitical risks in Gaza, Russia/Ukraine, China, Taiwan, Frances political turmoil and more. Notwithstanding our own economy and higher ...

6m22d

Markets & Alerts

Global Bond Market Sell Off Aug & Sept 2025 ... Is it Time to Buy Bond, Gilt and Fixed Interest Funds?

Global Bond Market Sell Off Aug & Sept 2025 ... Is it Time to Buy Bond, Gilt and Fixed Interest Funds?

Ever wondered where governments borrow from or where airlines borrow to buy a fleet of aeroplanes? Government bonds (in the UK known as Gilts) and Corporate Bonds are where investors ...

8m9d

Markets & Alerts

Market Corrections and When to Buy Back in to Stock Markets?

Market Corrections and When to Buy Back in to Stock Markets?

We have been warning about Trump ‘thumps’ i.e., President Trump and the possible effects of tariffs since 7 December 2024 before the President Elect was inaugurated. We said in ...

> 1y1m

Markets & Alerts

Will There Be A Stock Market Correction in 2024?

Will There Be A Stock Market Correction in 2024?

Many investors will have seen decent investment returns in the last 12 months ranging from 7-8% through to 11-15% depending upon your risk profile and the funds you were ...

> 1y9m

Markets & Alerts

Looking for Investment Value April 2024

Looking for Investment Value April 2024

We all want to buy low and sell high. Therefore, we should look for value when reviewing our asset allocation in our pension and investment portfolios. There is much speculation ...

> 2y1m

Markets & Alerts

Houthi Military Strikes Global Supply Chains Oil Prices and Inflation

Houthi Military Strikes Global Supply Chains Oil Prices and Inflation

We warned late last year that piracy and drone attacks in the Red Sea by the Houthis may lead to global supply chains suffering, oil prices rising pushing fuel ...

> 2y4m

Markets & Alerts

High Interest Rates? Is Cash Now King v Equities v Property in 2023?

High Interest Rates? Is Cash Now King v Equities v Property in 2023?

We read an article last week on debating whether investors should now look to cash rather than equity/stock markets given interest rate increases across the UK, USA and Europe. We ...

> 2y11m

Markets & Alerts

History Tells Us To Hold Our Nerve See Stock Market Records Since 1984

History Tells Us To Hold Our Nerve See Stock Market Records Since 1984

When you look at the FTSE 100 periods of growth and losses from 1984 to 2023, history tells us to hold our nerve and invest for the medium term ...

> 3y3m

Markets & Alerts

Tax Changes 2023 Insurance Investment Bonds v Collective Investment Accounts

Tax Changes 2023 Insurance Investment Bonds v Collective Investment Accounts

The Autumn Spring Statement Budget of 2022 made taxation when holding shares and dividends based collective investments such as General Investment Accounts (GIAs), Unit Trusts, OEICS and Investment Trusts ...

> 3y3m

Markets & Alerts

We Are Contrarian Investors but Offer Clients Balanced Portfolios

We Are Contrarian Investors but Offer Clients Balanced Portfolios

A contrarian is a person who opposes or rejects and goes against popular opinion. This is quite a popularist approach in investments for professional investors where the investment style goes ...

> 3y3m

Markets & Alerts

Positive Sentiment for Fixed Income Funds in 2023

Positive Sentiment for Fixed Income Funds in 2023

What are Fixed Income Funds? Governments need to borrow money e.g., to pay for Covid-19 and many larger companies need to borrow money e.g., to buy a new fleet of ...

> 3y3m

Markets & Alerts

Market Review for 2022 and Looking Forward Too

Market Review for 2022 and Looking Forward Too

January 2022 - We started the year with a positive view for growth, after years of Brexit and then Covid-19 lockdowns, the UK was the fastest growing economy in ...

> 3y4m

Markets & Alerts

Outlook for Inflation 2022 to 2024

Outlook for Inflation 2022 to 2024

We are all experiencing the difficulties of cost-of-living inflationary increases including energy prices and interest rate rises affecting our mortgages, debt, and credit cards. In addition, savers will not ...

> 3y5m

Markets & Alerts

The Impact of a Strong Dollar versus the Pound and Euro

The Impact of a Strong Dollar versus the Pound and Euro

In recent months we have seen a strong US Dollar (USD) $ versus the UK Pound (GBP) £ and the Euro (EUR) €. What is the impact of having ...

> 3y6m

Markets & Alerts

Investment Managers Offload Property for Bonds

Investment Managers Offload Property for Bonds

We have seen a trend that several investment fund managers are starting to offload residential property investments such as Real Estate Investment Trusts, directly held real estate and investments ...

> 3y6m

Markets & Alerts

Are We Near the Bottom of Bear Market 2022? Tips ...

Are We Near the Bottom of Bear Market 2022? Tips ...

We have said many times that you cannot call the market, you cannot ‘bottom fish’ i.e., second guess when the low point for markets will occur. Bull Market: This is ...

> 3y6m

Markets & Alerts

Thoughts on Jeremy Hunt and Tax Cut U Turn

Thoughts on Jeremy Hunt and Tax Cut U Turn

Jeremy Hunt yesterday reversed all but a couple of elements on Kwasi Kwarteng’s September Mini Budget. This was aimed at trying to stabilise confidence in UK markets and government. Mr ...

> 3y6m

Markets & Alerts

Fear and Greed Do Not Let Your Heart Rule Your Head

Fear and Greed Do Not Let Your Heart Rule Your Head

In most decisions that we make in life, we are influenced by our past emotional experiences, our hearts rule our heads. In financial services circles, many people talk about the ...

> 3y7m

Markets & Alerts

Why Government Borrowing Matters to Pension Funds

Why Government Borrowing Matters to Pension Funds

Why did the Bank of England start buying back gilts to protect pensions funds this week? When the British government borrows money, mostly fixed interest rate borrowing with a date ...

> 3y7m

Markets & Alerts

Markets Have Fallen 21% Invest Now if You Can

Markets Have Fallen 21% Invest Now if You Can

Most stock markets are at or near their year lows and have fallen around 21% on average since the Russian invasion. Most cash investors also continue to lose money as ...

> 3y7m

Markets & Alerts

Effect of Weak Pound and Looking Ahead

Effect of Weak Pound and Looking Ahead

Last Thursday we saw the Bank of England only increase interest rates by 0.5%pa to 2.25%pa which we suggested was not enough to tackle inflation yet would not prevent ...

> 3y7m

Markets & Alerts

Maximise Pension Contributions Before Income Tax Relief Cuts

Maximise Pension Contributions Before Income Tax Relief Cuts

You may or may not know that when you make personal contributions to pensions, you get tax relief up to your highest rate of income tax. For example: If you earn ...

> 3y7m

Markets & Alerts

Will There Be a Stock Market Crash in Autumn 2022?

Will There Be a Stock Market Crash in Autumn 2022?

There is a storm brewing which could be as big as the Credit Crunch Crisis and more recently the pandemic, both of which caused huge falls in global stock ...

> 3y8m

Markets & Alerts

Top Performing Investment Classes over 20 Years

Top Performing Investment Classes over 20 Years

On many occasions clients ask us what the top performing investment, fund, or best place to invest money is. We decided to look at various indices such as the FTSE ...

> 3y9m

Markets & Alerts

Bank of England Says Minimum 2 Years to Control Inflation

Bank of England Says Minimum 2 Years to Control Inflation

The Bank of England Monetary Policy Committee announced on 4 August 2022 that base rates will increase by 0.50% to 1.75% pa. This is the Bank’s first big move ...

> 3y9m

Markets & Alerts

Be Greedy When Others Are Fearful

Be Greedy When Others Are Fearful

It always amazes us that people invest money when markets are high because they have made some money, got some growth and sometimes get carried away i.e. they become ...

> 3y9m

Markets & Alerts

Cryptocurrency 71% Value Crash

Cryptocurrency 71% Value Crash

At the time of shooting this video, Bitcoin has fallen in value by over 70% since its year high on 10th November 2021 at $68,990. This morning BItcoin is ...

> 3y10m

Markets & Alerts

Why Are Index Linked Funds Falling Despite High Inflation?

Why Are Index Linked Funds Falling Despite High Inflation?

Why are my index linked UK gilt funds and global index linked bonds falling despite high inflation? Is this good or bad for my investments? Should I switch out ...

> 3y10m

Markets & Alerts

Where Not To Invest During Recession

Where Not To Invest During Recession

We have already covered in previous videos which sectors do well and where to invest during a recession. Watch: BTN_GREEN_VIDEO:1798 Equally, we need to understand where we should not be ...

> 3y10m

Markets & Alerts

Markets Tumble on Recession Fears

Markets Tumble on Recession Fears

Stock markets have tumbled today on concern that inflation, interest rate increases, cost of living, Russian sanctions and even threats of a trade war between the UK and EU ...

> 4y

Markets & Alerts

Where to Invest when and if Recession Comes

Where to Invest when and if Recession Comes

Will there be a recession or not and where should you invest during a recession? These are difficult questions to quantify let alone answer. UK GDP is weakening after being ...

> 3y11m

Markets & Alerts

Start Thinking Like a Professional Investor in Volatile Times

Start Thinking Like a Professional Investor in Volatile Times

Markets are ‘all over the place’ at present with key drivers being fears of recession, inflation, interest rates, China lockdowns, Russia/Ukraine, energy and climate change. Brexit We called a “Leave” vote ...

> 4y

Markets & Alerts

Is the 60% Equity 40% Bond Portfolio Obsolete?

Is the 60% Equity 40% Bond Portfolio Obsolete?

Traditional methods of having a balanced pension or investment portfolio to cater for rises in equities (company shares) when bonds (debt – i.e., government bonds, gilts, corporate bonds, index ...

> 4y

Markets & Alerts

Long Term View on Inv. Market Impact from Ukraine Russia

Long Term View on Inv. Market Impact from Ukraine Russia

This week ending 11/03/22, the FTSE 250, the German DAX, the Japanese Nikkei, Hong Kong Hang Seng, and the Chinese Shanghai Composite all hit year lows. Clearly, investors around ...

> 4y2m

Markets & Alerts

Worried About Inflation Devaluing Cash?

Worried About Inflation Devaluing Cash?

We have already issued a ‘red alert’ warning of the impact of inflation on cash holdings in funds and monies in bank accounts. If you are earning 1% but inflation ...

> 4y2m

Markets & Alerts

Stock Markets Down and Up on Russian Invasion

Stock Markets Down and Up on Russian Invasion

On Thursday markets fell by between 4-6% on the Russian invasion of Ukraine. Two weeks ago, we predicted 5% falls based upon 2014 experience of Russia annexing the Crimea. ...

> 4y2m

Markets & Alerts

Red Alert on Cash Savings 2022

Red Alert on Cash Savings 2022

If we thought the stock market had hit its high or if there were some major ‘shock’ events that may cause a stock market correction or crash, you would ...

> 4y3m

Markets & Alerts

Smoothed Investment Funds Make Comeback 2022?

Smoothed Investment Funds Make Comeback 2022?

Brexit, the pandemic and stock market crash, recovery and current market volatility has created uncertainty for investors in equities. The move towards climate change action and ESG (environmentally friendly, ...

> 4y3m

Markets & Alerts

Growth Stocks v Value Stocks 2022

Growth Stocks v Value Stocks 2022

There is much debate amongst financial advisers, commentators and investors. The debate is about global recovery from the pandemic and where to invest. With that in mind, we offer ...

> 4y3m

Markets & Alerts

Equity Income and Distribution Funds for 2022

Equity Income and Distribution Funds for 2022

The day that we are planning a video on equity income funds is the day markets tumbled by 3% as a new variant of concern is confirmed in South ...

> 4y5m

Markets & Alerts

Considering Volatile Autumn Stock Markets

Considering Volatile Autumn Stock Markets

Should you move to cash and lock in profits and drip feed back in or should you drip feed out or should you hold with stock market volatility? September ...

> 4y8m

Markets & Alerts

Will There Be A Stock Market Crash in 2021?

Will There Be A Stock Market Crash in 2021?

The definition of a stock market correction is when markets fall 10%. A stock market crash is where stock markets have fallen by 20% or more. A bond market correction ...

> 4y10m

Markets & Alerts

Beware of Increased Hacking Activity 2021

Beware of Increased Hacking Activity 2021

We have experienced increased suspicious online activity over the last two weeks with rogue contacts and emails using the Russian alphabet with dubious email addresses and website URL links. ...

> 5y

Markets & Alerts

Are Index Linked Gilts the New Shares to Buy

Are Index Linked Gilts the New Shares to Buy

Personal allowances, inheritance tax allowances, annual and lifetime allowances for pensions and capital gains tax allowances have now been frozen until tax year 2026-27. This means that ‘via the back ...

> 4y10m

Markets & Alerts

Governments Want Inflation so Invest With An Inflation Hedge

Governments Want Inflation so Invest With An Inflation Hedge

On 16th September 2020, the Federal Reserve (US equivalent of the Bank of England) issued “strong, powerful guidance” that it would keep interest rates at or around 0%pa at ...

> 5y7m

Markets & Alerts

Why We Are Not Invested But Still Recommend Funds

Why We Are Not Invested But Still Recommend Funds

What's the difference - Red/Amber/Green v Positive/Neutral/Negative? Red/Amber/Green This is what we are doing right now with our own investments - THIS IS NOT ADVICE TO YOU. Red - we are ...

> 6y2m

Markets & Alerts

Global Debt Record Risks Bond Crash

Global Debt Record Risks Bond Crash

Overgearing in 'global debt' namely Government Bonds (Gilts in UK) and Corporate Bonds (Company and Bank) led to Black Monday Stock Market Crash 1987 and the Credit Crunch Crisis ...

> 7y2m

Markets & Alerts

De Risk Investment For Political Economic Uncertainty

De Risk Investment For Political Economic Uncertainty

We take a look at Brexit uncertainty, US/China trade war, global economic slowdown and the risk of a bond market sell-off to explain why we have de-risked our portfolio, ...

> 7y2m

Markets & Alerts

Advised Invest Funds but Negative Market Sentiment

Advised Invest Funds but Negative Market Sentiment

Why do we advise you to invest in certain funds or markets yet we have a negative market sentiment for the same sector? We cannot ‘call the market’ as any ...

> 7y3m

Markets & Alerts

Investment Fund Advice v Market Sentiment

Investment Fund Advice v Market Sentiment

Investment fund advice is our advice on funds and the spread of funds based upon a balanced portfolio within your attitude towards risk and tolerance to investment losses. This ...

> 7y3m

Markets & Alerts

Updated Traffic Light Investment Alerts and Sentiment Indicators

Updated Traffic Light Investment Alerts and Sentiment Indicators

We have updated our weekly traffic light investment alerts to include a sentiment indicator. How do they interact?...

> 7y9m

Markets & Alerts

What to do on Red Investment Alert

What to do on Red Investment Alert

Video explains our traffic light investment alerts and what to do if we issue a Red Alert. Transcript: “Hello there. Subject for the video is our traffic light investment alert system ...

> 11y7m

Markets & Alerts

What to do on Green Investment Alert

What to do on Green Investment Alert

Video - What To Do on Green Investment Alert This video explains what you should consider and what to do if we issue a green investment alert warning. Transcript: "Hello there, [the] ...

> 11y7m

Markets & Alerts

Why We Use FTSE 100 Benchmark

Why We Use FTSE 100 Benchmark

Video to explain why we use FTSE 100 Index as a benchmark for our traffic light investment alerts...

> 11y9m

Markets & Alerts

Grow Investment Active Switching

Grow Investment Active Switching

Video explains how to simply grow investments with active switching of pension and investment funds...

> 11y9m

Markets & Alerts

Traffic Light Investment Alert

Traffic Light Investment Alert

Video to explain our red, amber and green traffic light investment alerts....

> 11y10m

Markets & Alerts

Videos Channels

Our Financial Advice Fees Quotes and Shop

Money Tips Cost of Living & Covid

Cost of Living & Covid

Markets & Alerts

Markets & Alerts

Expat and Offshore

Expat and Offshore

At Retirement Options for Pensions

Options At Retirement

Pension Transfers

Pension Transfers

Green Inv ESG SRI

Green Inv ESG SRI

Tax Planning Tips

Law, Wills, Attorneys

Law, Wills, Attorneys

Politics and Economy

Politics & Economy

What to do on Red Investment Alert