Intra-Quarter Fund Changes
27th September 2022
Most fund changes made to the IBOSS portfolios are effective from the first day of August, November, February and May. There are times, however, when we feel it…
IBOSS updates
Intra-Quarter Fund Changes
27th September 2022
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Why China, Why Now?
27th September 2022
China has investors scratching their heads. Is it better to sit it out, or are valuations so low as to make it an opportunity not to be missed?…
Market Update | The Emergence of New Winners
20th September 2022
During August, equity returns were broadly positive, with the outperformers being several emerging markets, most noticeably Latin America and India. In contrast, the two most significant underperformers, which…
Looking Through the UK’s Doom and Gloom
30th August 2022
Headlines over the past weeks and months have been filled with nothing but doom and gloom. After listening to a media commentator this morning (30/08/2022) effortlessly move from…
An Increase to our Maximum Passive Allocation
25th August 2022
From the 01/08/2022, the maximum permitted allocation towards a single passive fund in our portfolios has been changed to 8% across all IBOSS investment solutions. This includes all…
Market Update | Fighting the Fed & Buying the Dip
10th August 2022
July was a much more positive month for markets as global equities made a stellar return of 7.72% (MSCI World), the highest monthly return since November 2020 and…