Insights, opinions and commentary on the investment issues that matter to Financial Advisers

Guest Spot: UK dividends to recover (You just have to know where to look!)

10 June 2021

We have some good news for UK Equity Income investors: UK equity dividends are staging a speedy recovery and will grow from here. However, the disappointing news for some is…

Read more

Search Novia Insights in - Investment

Guest Spot: Inflation, the price of stimulus?

19 May 2021

With government bonds and other ‘safe haven’ assets falling out of favour during the last quarter, might the Fed and the President’s stimulus packages prove too much for the US economy? Bond markets seem to think that it might.

Read more

AnaCap completes Novia acquisition

14 May 2021

Novia Financial (“Novia”) today announces the completion of its acquisition by AnaCap Financial Partners (“AnaCap”), a leading financial services specialist mid-market private equity investor,  following the initial transaction subject to…

Read more

Cryptocurrency: Get Rich Quick – or the biggest quasi-Ponzi scheme ever?

23 March 2021

I will put my cards on the table. Bitcoin (I include all cryptocurrencies actually) is the biggest quasi-Ponzi scheme ever and an awful lot of people are going to lose…

Read more

Guest Spot: The Restoration Economy

11 March 2021

“While 2020 was one of the most challenging twelve months we may ever face – as investors and as human beings – it is wonderful to be ending the year…

Read more

Raising the Normal Minimum Pension Age from 55 to 57

8 March 2021

The government’s recent consultation proposes a change to the Normal Minimum Pension Age (NMPA) from April 2028. The publication has raised some questions about the proposed protection regime. The paper proposes…

Read more

Recent Copia ESG Webinar with Guy Opperman MP, Andrew Walsh of UBS and Knut Bitustøyl of MSCI

5 March 2021

In March 2020 Copia Capital Management launched a range of ESG risk rated portfolios. Markets were in freefall on the back of the outbreak of Covid-19, there was great uncertainty…

Read more

What’s the current market outlook?

8 February 2021

2020 was a year of unprecedented events that shook the globe to its core. When many of us first heard about Coronavirus in January 2020 we believed the virus would…

Read more

Guest Spot: The death benefit distraction

21 January 2021

It could be argued that the art of distraction, the practice of moving someone’s attention away from what they should really be focused on, has become more prevalent in some…

Read more

Inter-generational Planning and the new Novia JISA

19 January 2021

Inter-generational planning is about passing on wealth in the most effective way, so there is clearly potential for Advisers, as experts in the field, to play a key role. In…

Read more

Guest Spot: ESG and Sustainable Finance – Part 2

11 January 2021

The second of a two-part look at the impact of proposed regulatory changes on financial advice by Lee Coates OBE, Ethical Money and ESG Consultant The observant amongst you will…

Read more

Joe Biden on climate change: What does the new President Elect have in store for tackling the world crisis?

8 January 2021

The month of November started with the world on tenterhooks, watching and waiting for the result of the US election. Unlike most recent elections, this time the system had to…

Read more

Guest Spot: Incorporating Client Attitude to ESG

7 December 2020

The first of a two-part look at the impact of proposed regulatory changes on financial advice by Lee Coates OBE, Ethical Money and ESG Consultant As Mr Dylan would have it, the times…

Read more