Archive for the ‘ deVere ’ Category

“Abenomics ” the winners & loosers

for every action there is always an equal and opposite reaction

Newton said that in 1687 and I can say that that is true today of the effect of “Abenomics” .Don’t get me wrong it’s exactly what Japan needs to kick start its economy but this will effect Japan’s biggest and also faster growing demography the “retired or silver saver as they known here ”

To understand this you need to understand inflation & deflation :
•inflation – increase in prices ( money has less purchasing power”
•deflation -prices fall ( money has more purchasing power )

So in a deflation environment which Japan has been for in the last 20 years “cash was king ” elderly saw their income power increase every year , with Abenomics this would end and this purchasing power would fall . The retired in Japan have assets in excess of $7 trillion ( that’s nearly as much as the GDP of UK ,Germany & half of France !)

The winners will be the stock market , forex and in the Japan Economy .The losers will the retires and people on fixed income ,

Personally I hope Abenomics will succeed Japan needs it, but it all comes down the “silver savers” will they allow it?

No one is bigger than the market forces , but the silver savers is quiet a force,


High-net-worth investor confidence at three-year high, deVere finds

In my day to day work day I have seen this also , clients are getting more bullish . Even in Japan , I am seeing even Japanese investor becoming bullish , Abenomics is a key factor here .

All I can say is , Welcome back .

Article below , please click on the link to see full article , I just copied it here .

Some 53 per cent of high-net-worth clients of the deVere Group say they are bullish on their outlook for the next 12 months, according to the firm’s annual survey.

This figure shows an increase from the previous surveys in 2012 and 2011, with 49 per cent and 44 per cent of investors feeling confident respectively.

Nigel Green, deVere Group’s chief executive, feels this increase can be explained by easing uncertainty on issues such as the eurozone crisis and the US fiscal cliff and that this confidence could lead to a change in investment choices.

Green says: “These people understand that, thankfully, we’ve left the darkest days of the economic crisis behind and that in order to safeguard their wealth against inflation they now need to reduce their exposure to ‘safe’, low-yield investments, such as government bonds, and increase their holdings of higher risk/higher return investments.”

The firm’s survey covered 311 clients who have investable assets of more than £1m

Re blogged -Nigel Green Blog -Structured Notes Continue to Pay Dividends

I was so happy to send this news to my clients today !

Nigel Green Blog -Structured Notes Continue to Pay Dividends

Structured notes continue to pay dividends for deVere Group clients. Today the 7th and 8th note of year are about to cash. The 7th note from RBS is returning clients 17.5% in dollar terms, 15% in sterling terms after only 12 months. The 8th note from Morgan Stanley is returning clients 16.75% in dollars,

Auto callable notes such as RBS 25 (above) are 5 year notes that call after 1 year, 2 year, 3 year, 4 years and finally 5 years if the markets invested in are level or above their starting point. As an example the indexes RBS 25 invested in are listed below.

Underlying Ticker Initial Strike Initial Strike Level Current Level
Hang Seng HSI 09 Mar 12 21086 22771
S&P 500 SPX 1370.87 1543
Eurostoxx 50SX5E 2515.95 2689

As you can see all three indexes are above there starting point so this note will cash in after only one year year giving clients a return of 17.5%. Structured notes offer in my opinion excellent value in the current markets.

As a company deVere constantly seek out the best structured notes for our clients.

Nigel Green deVere Group

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