Education

23rd October 2024
Market Update: Key Financial Rates, Indices, and Product Pricing – October 23, 2024
The below and download offers a comprehensive market update as of October 23, 2024, covering various asset classes and financial instruments. Key sections include: ...
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7th May 2024
Bear Knives Blunted by US Job Data
Market Review : Going in to the US Jobs data release on Friday, investors of a bearish disposition had been sharpening their knives, looking for confirmation that ...
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11th April 2024
MARKETS ARE NEVER TOO HIGH FOR STRUCTURED PRODUCTS
I have been involved in Structured Products for well over 15 years and know them to always have had a great story wherever the markets were and wider Investment ...
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29th February 2024
Navigating the Investment Landscape with Structured Products!
IFAs are having to navigate inclement weather in the present Investment landscape. With cash/gilts delivering about 4.00% p.a., bonds not as reliable and equities ...
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16th November 2023
NAVIGATING THE INVESTMENT LANDSCAPE
The Assurance Of Structured Deposits In A Noisy Market In a world where the cacophony of investment opportunities and risks can be overwhelming, investors seek ...
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9th October 2023
Dilemmas for UK IFA’s and the unique role of Structured Products
In the world of Independent Financial Advisors (IFAs), dilemmas abound. Clients armed with the knowledge of easily being able to source 5% to 6% gross annual returns ...
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4th September 2023
5 most important things to look for when choosing a structured product
When you spend time reviewing and assessing past and present structured products, you may find that some investment banks seem to be happy to offer a variety of ...
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4th September 2023
Classic Reverse Convertible – how it works
A Reverse Convertible product is a fixed term investment which, in exchange for accepting a stated level of risk to capital, can provide a regular income stream.
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4th September 2023
Classic Income ‘Kick Out’- how it works
An income autocall product is a structure based around the classic autocall style (othewise known as ‘kick out’), which provides the opportunity for ...
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4th September 2023
The Classic ‘Kick Out’ – how it works
An auto-callable (or ‘kick-out’) product is a fixed term investment which can automatically mature prior to the scheduled maturity date if certain pre-defined ...
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4th September 2023
How a Callable note works
Taking you through the ‘Callable’ feature including example scenarios.
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4th September 2023
How a Callable Deposit works
The Callable Deposit has been created for the UK market, this document takes you through how it work with possible scenarios of the outcomes.
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