Amongst the topics covered in this edition we highlight:
The Macro Outlook – Key Questions for 2018.
2017 turned out to be a very profitable year for investors, and was relatively stress free to boot. January 2018 was also surprisingly strong, the “January Effect”. However, the first few days of February have resulted in a long overdue and much anticipated equity market correction.
Investing involves looking into the future, with the aim of getting a solid investment return for the level of risk taken. With this in mind we reflect on what 2018 might bring for investors through the lens of a number of key questions, the answers for which will become evident as the year progresses. – page 4
What Disruption Will Technology Cause?
Smartphones, 3D printing, battery storage and increasing computer power are all contributing to various degrees of disruption across a wide range in industries. To survive companies in these industries need to recognise what is happening and evolve to survive. However, some companies face no or limited disruption. In this article we discuss four such sectors – defence, technology, construction and non-hotel leisure. – page 25
FNZC Tax Reporting
Our tax reporting comes into its own when it covers all of a client’s investment assets and covers the entire tax year. With the start of the 2018-19 tax year on 1 April 2018 rapidly approaching, this is an ideal time to consider signing up for tax reporting, or broadening the amount of your investment assets for which tax reporting will be provided. Tax reporting is provided to every client who signs up for either of FNZC’s Discretionary Investment Management or Custodial services. – page 33