EPG Wealth’s Post

What a letter The Financial Times from Mark Tennant (I think!) on investment trusts' role in contributing to the UK's wealth! "Investment trusts have three main advantages over their open-ended competitors: first, they can gear; second, they are not subject to portfolio wrecking when markets turn and investors flee; but most importantly they are closed-end funds and are therefore natural vehicles for investors wishing to include illiquid assets in their portfolio. They are an important component in the daunting task facing the new government: increasing GDP. "They are an important component in the daunting task facing the new government: increasing GDP." He suggests: "This is a moment when the sector should get together with pension funds, wealth managers and investment banks to launch massive rights issues underwritten by the pension funds to increase the capacity of private equity and variable capital company trusts by a factor of say £5bn or £6bn." Alexander Denny Gay Collins Stephanie Coxon Nick Britton, CFA, MCSI Nick Gardner Juliet Webber Vanessa Booth Cathy Pitt Simon Elliott Simon Crinage Dan Howe Christian Pittard Stephanie Carbonneil Alex Blake Sachin Saggar Ewan Lovett-Turner Christopher Brown Sapna Shah Tom Harris Tom Poynton Gillian Martin

💼 Insights on Investing for Young Canadians 🗓️ Featured in CityNews Toronto, February 13, 2024 Our very own Brenda Hiscock, interviewed in this article, emphasizes the importance of early investment strategies for young Canadians, particularly in navigating the complexities of today's financial landscape. Brenda says: “Many young people may want to own a home or retire much earlier than people did in the past, and in order to accomplish those goals, you really have to apply [investing] strategies early so your money keeps up with how much more it will cost to afford these things in the future.” Explore the full interview and article for more expert guidance: https://lnkd.in/gFyRJKMd #Investing #FinancialPlanning #YoungInvestors

Consistent Cash Flow Income mutual funds focus on generating regular income for investors through a mix of dividend-paying stocks, bonds, and other income-generating assets. Key Benefits: Diversification: Broad exposure to different income sources. Professional Management: Managed by experts to optimise income. Regular Distributions: Provides steady cash flow. Tip: Choose income mutual funds with a solid performance history and low expense ratios. Regularly review the fund to ensure it aligns with your income goals. Want to know how to do this? Join my master class to learn an investment strategy that works whether the market is up, down, or sideways: https://lnkd.in/gZcFFkv8 #PersonalDevelopment #StockInvesting #Wealth

Following the excellent article in the AFR about the "Wealth Effect," also see the presentation from Livewire Live. In this article, I detail the social, investment, and monetary policy effects of Australia's substantial and expanding superannuation pool. https://lnkd.in/gqrFCGCq https://lnkd.in/gBspnjRa #superannuation #wealth #investment #afr #livewire #investing #property

In a recent article from Trustnet, news editor Emma Wallis presents a real-life case study: a couple who left £60,000 in cash for three years.   Emma consults our Head of Investment Research, Ernst Knacke, along with other industry professionals, to discuss investment strategies to put their cash to work.   Read the full article below 👇🏼:   #investmentmanagement #investing

Learn why major investors are scaling back allocations to private credit amid increasing concerns over interest rate volatility. #Investing #Investors #InvestingStrategy #PrivateCredit

Rest has made a sweep of changes to its investment options, renaming its MySuper default investment option to reflect its 'growth' focus. https://lnkd.in/g8VAvZnj #growth #investment #mysuper #rest #superannuation

When turning a lifetime of diligent savings into a reliable income stream, you’ll want to know your money is secure without giving up on the prospect of long-term growth.Did you know that you can achieve these goals using a Cash Wedge investment strategy from IPC? Read the full article here and learn how you can benefit from this tactic. If you have any questions, drop them into the comments below or send me a direct message to connect! https://ow.ly/zUCW50R5VLL #cashwedgestrategy #retirementincomeplanning #longtermgrowth

Flexible and Diverse Investing ETFs offer a flexible and diverse way to invest in various asset classes. They trade like stocks but provide the diversification of mutual funds. Key Benefits: Flexibility: Buy and sell throughout the trading day. Low Costs: Typically lower fees than mutual funds. Diversification: Access to a broad range of markets and sectors. Tip: Choose ETFs that align with your investment goals and risk tolerance. Consider sector-specific or broad-market ETFs for diversification. Explore strategies to further enhance your income from these investments. Want to know how to do this? Join my master class to learn an investment strategy that works whether the market is up, down, or sideways: https://lnkd.in/gZcFFkv8 #PersonalDevelopment #StockInvesting #Wealth