Investments

Market Outlook for Q4 and Networking Event 2016

Market Outlook for Q4 and Networking Event 2016 SuisseRock Asset Management hosted another great event last Wednesday and received great feedback from those who attended.  We would just like to thank you all for coming and also our strategic partners Praemium for sponsoring the event and presenting their views on the markets. If you were unable to make it for any reason please be sure to sign up to our monthly newsletter in order to keep up to date.  You…

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What is your Investment Risk Profile?

10 questions you should ask yourself before investing When investing your capital the first most important step you should take is to establish you attitude to risk. This sets the foundations for all of your future investment decisions. This should be carried out every 12 months as over time our ATR does change and over time we become more cautious and risk averse. 

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How much tax back can you receive in 2016?

How much tax back can you receive in 2016? Utilising your tax relief is extremely important and can save you a great deal of capital if done correctly. Many expatriates here in Switzerland are simply not maximising what is available to them and the main reason for this is because they are unaware of their options. Simply take a few moments to answer the questions below and we will send you an email explaining how much you could potentially save…

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Our Septembers Allocation For Regular Saving Plans

If you are looking to make changes to your regular portfolio download our four fund fact sheets.  These are for RL360 policies but Generali and Hansard will have similar offerings available also. BlackRock GF Japan Small & MidCap Opportunities A2 Hedged EUR Invesco Pan European Equity A Acc EUR JPM Global Healthcare A Acc NAV USD UBS (Lux) Equity – Biotech (USD) P Acc If you would like to contact one of our team and discuss your current portfolio please…

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Markets are betting on the wrong Brexit outcome, says BlackRock’s Rosenberg

Jeffrey Rosenberg explains why bonds should be an integral part to your portfolio.  Even with todays low yields.   Brexit shows value of bonds: Jeffrey Rosenberg 22 Hours Ago | 02:59 The most likely outcome after a British vote to exit from the European Union is a Norway-style “Brexit lite,” according to Jeff Rosenberg, chief investment strategist for fixed income at BlackRock. While Norway is not a member of the EU, it participates in the single market on the same terms as…

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