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Professional Adviser
How to the dodge the £8,000 annuity trap
Some 64,000 people failed to seek guidance or advice when purchasing annuity over the last two years, reports
It quotes the Financial Conduct Authority for that statistic and then Canada Life for its research suggesting those who fail to seek help lose out an average of £7,700 over a 20-year annuity.
Finanzen und Vorsorge - Warum Finanzfragen in Frauenhände gehören
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Best performing Mutual Funds in April 2021
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May 14, 2021
By DeFred Folts III, Managing Partner, Chief Investment Strategist, and Eric Biegeleisen, CFA, Managing Director, Research Portfolio Manager
Equities:
U.S. Equities: Major U.S. equity market indices continue to reach all-time highs as well as record levels of overvaluation by our measure. However, even at elevated valuations, monetary and fiscal stimulus remains supportive. In addition, high-yield credit spreads continue to tighten even further. Our research model is indicating that a potential regime shift in the global capital markets could be underway. This is supported by an increasing focus on fiscal (government) spending and an increase in readings of inflation in many areas of the economy. Should such a regime shift continue there could be an additional rotation out of U.S. large-cap, high growth equities that have outperformed over the last several years and towards more cyclical U.S. value companies that are more closely tied to the growth of the real econ