Know Thy Risks!

FC Investment Videos

Watch the latest investment videos, hosted by Chief Investment Officer, Guy Myles.

Play Video

Flying Colours Investment Videos - the latest commentary on markets, investment portfolios and global economics hosted by Guy Myles

Know Thy Risks!

Know Thy Risks! 29-Dec-2023

In this video, I explain the three different types of risks which are inherent in investment management.

How Money Is **Really** Created

How Money Is **Really** Created 29-Nov-2023

In this video, we outline the four key building blocks for successful, long-term investing.

4 key building blocks for investment

4 key building blocks for investment 29-Sep-2023

In this video, we outline the four key building blocks for successful, long-term investing.

How to make the most of ESG (Ethical Investing)

How to make the most of ESG (Ethical Investing) 30-Jun-2023

This month I'm going to provide my views on ethical, or ESG, investing because every year we see more interest in it from our clients, and it's an area that is getting a significant amount of press, due to the focus being placed on it by both Governments and regulators. The key issue with any ESG investing is that you naturally reduce the range of investments you can make in order to achieve the desired societal impact, but this can lead to low levels of diversification and higher levels of risk. Therefore, it is important that that is managed, as poorly managed risk can lead to bad outcomes and harm.

Inflation vs Growth - Part 2: What in the world will happen next?

Inflation vs Growth - Part 2: What in the world will happen next? 28-Jun-2023

In part 2 of this two-part series, I consider what could happen if the Global Markets decide to allow inflation to remain high and focus instead on driving growth.

Inflation vs Growth - Part 1: what in the world will happen next?

Inflation vs Growth - Part 1: what in the world will happen next? 23-May-2023

The last 40 years has been a great time to be an investor. Most asset classes, whether equities or bonds across the world, have tended to go up. In retrospect it's been a simple time. However, in the last two years we've seen the beginning of inflationary pressure which threatens this comfortable environment. The primary reasons for the increases in inflation have been shortages of commodities, a stagnation in population growth, global conflict and of course rising interest rates.

Quarterly investment update. Should you invest in property?

Quarterly investment update. Should you invest in property? 30-Apr-2023

In this month’s video, I review the first quarter of 2023 for clients invested in the Flying Colours portfolios. I highlight the differences between the expectations of stock market investors and bond market investors, and what that means for the portfolios. I also look at a special topic with a review of property investment. Many clients ask us about Real Estate and ask why we don't hold it in portfolios or tend to recommend it outside of portfolios.

Why 2023 recession fears still exist. How Earnings Yield works.

Why 2023 recession fears still exist. How Earnings Yield works. 23-Mar-2023

Many market commentators and journalists are expecting the world to avoid recession. We see evidence which disagrees with this prediction, and in today’s video I'm going to explain why. Despite feeling negative about the economy, we still expect that our portfolios will do well over the next three to five years. In addition, I’ll explain how looking at earnings yields can give you more confidence in the outlook.

Investment outlook for 2023 and the impact of inflation

Investment outlook for 2023 and the impact of inflation 13-Feb-2023

Despite concerns over the direction of inflation and whether a recession is likely this year, we believe we have reason to be optimistic when it comes to your investments in Flying Colours portfolios. In this edition, I explain why.

Investment growth outlook for Bonds in portfolios

Investment growth outlook for Bonds in portfolios 01-Dec-2022

Bonds are an important asset class in our portfolios and represent over half our assets at this point in time. Equities might get the most attention from a performance point of view due to their volatility, but the portfolios depend on bonds for returns and long-term risk control. This month I talk in detail about the bonds we have invested in for client portfolios and how we expect these to perform over time.

September 2022 Market Update

September 2022 Market Update 01-Sep-2022

Most people reading this will know that we have been planning for 2022 to be a difficult year. Knowing this could happen ahead of time has meant all of our clients are doing much better than the peer group and average. We want to reassure you that we were prepared for weakness this year and we have a plan that is agile enough to move with the changing markets. In this video I will explain our expectations and what we will do about it.

Taking investment advantage in difficult times

Taking investment advantage in difficult times 12-Aug-2022

In recent months, I've talked a lot in these videos about the problems that I see we see in the macroeconomic background, the economies, the investment background, and why, as a result of all of that, we're being quite defensive in portfolios. Now the insights that we have have really helped us this year, but they've helped us in terms of having lower losses than our competitors. But we are also implementing a framework to stay on top, even in today's environment, to ensure that we can make you the returns that you expect.

Deglobalisation and investments

Deglobalisation and investments 06-Jul-2022

Over the last 30 years trade has grown tremendously, driven by countries like Germany, Japan and China, who deliberately favour exports over consumption. This has led to large trade surpluses and knock on effects that have impacted our lives. In our opinion we are transitioning to a less globalized world and it is going to be difficult. This is one of the reasons why we are defensive in our portfolios. We expect markets, at some point, will give us a great opportunity to increase risk at attractive prices.

Explaining 'duration' risk

Explaining 'duration' risk 30-May-2022

Duration is the measure of the number of years of cash flows from an investment it requires for a buyer to get their cost of investment back.Generally the longer the duration of an investment the higher the risk. We know that we can only make returns by taking risks, but timing which risks to take, and when, is crucial. Our analysis tells us it is better to have low duration in portfolios today and we have benefitted greatly from that recently.

Impact of the Russian War on investment portfolios

Impact of the Russian War on investment portfolios 30-Apr-2022

Guy Myles focuses on the Russian Ukrainian war and what it means for investors and portfolios. The immediate impact we've seen is all Russian securities that we hold in our funds with the bonds. All equities have been marked down to zero that's led to about 0.2% reduction in value in some of our portfolios and a little bit less in some others, so meaningful, but not that significant, the much bigger impact are the sanctions that have been put in place in Russia.

Investment Outlook for 2022

Investment Outlook for 2022 14-Mar-2022

This month's email has a high-level review of the last two years, which is provided to give a better understanding of where we are today. It also focuses on an outlook for 2022 and what we think the coming 12 months has in store for investors. This video and editorial were produced before the onset of the Ukrainian crisis.

The purpose of investing and how to avoid losing your cash

The purpose of investing and how to avoid losing your cash 15-Dec-2021

Guy Myles talks about his personal experience of how being an over-cautious investor can be as damaging as a high risk investor and offers a way of thinking about a balanced approach to investing. Capital at risk.

Four major colliding factors impacting economic investments 'post-Covid'

Four major colliding factors impacting economic investments 'post-Covid' 28-Oct-2021

One year on Guy Myles reviews investment portfolio positions and investment decisions taken at the start of the global pandemic and how these strategic predictions have evolved - with surprising accuracy. A current update on the global economic conditions takes further expectations into account as Guy presents four major global economic factors impacting investment decisions going forward. Capital at Risk.

The Dos and Don'ts of Inheritance Tax Planning

The Dos and Don'ts of Inheritance Tax Planning 30-Jul-2021

Guy talks in detail about two common misconceptions around inheritance tax planning and why it's better to take a holistic approach to IHT. Capital at Risk.

How to research and find the best fund

How to research and find the best fund 30-Jun-2021

In discussing how to research and find the best fund, Guy presents three fundamental ingredients to fund management and investment. Capital at Risk.

Investing in the US vs investing in the UK

Investing in the US vs investing in the UK 24-May-2021

Guy talks about why US and UK investments differ and why UK investments in the next 10 years are worth remaining committed to, and in contrast why US investments may experience reductions in a previously successful climate.

Are you a passive or an active investor?

Are you a passive or an active investor? 23-Apr-2021

Passive investing can work really well, but there are situations where it doesn't work very well. Some of the risks around passive investment are very poorly understood. Guy Myles explains why.

Secrets behind investment manager risk controls and where things can go wrong

Secrets behind investment manager risk controls and where things can go wrong 30-Mar-2021

In this video Guy Myles talks about why pushing higher risk investments within portfolios can be more damaging to your retirement and pension plans.

Hidden drivers behind risks & returns

Hidden drivers behind risks & returns 28-Feb-2021

The recovery from Covid has led to some major moves within markets that are not seen by most people. This creates some risks and opportunity. To take advantage of this we suggest using ‘value’ style stockmarket investing and reducing high yield bond exposure. Put simply, value investing is a strategy that attempts to find investments that are trading for less than their intrinsic value. Some things that happen within a portfolio, behind the scenes, are very important to risk and return but pretty much invisible to most investors.

Key risks to future investment

Key risks to future investment 23-Sep-2020

It isn’t hard to see problems in the world right now but for once the mainstream news doesn’t seem to be exaggerating. Today’s video is going to discuss what we think the problems will be for investors beyond Covid as well as some suggestions for how to handle them.The big areas of concern are: 1/ Rise of China 2/ Global debt 3/ US political risk 4/ Potential debt crises in the EU

The Global Economy - What Happens Next?

The Global Economy - What Happens Next? 10-Aug-2020

Guy Myles talks about the significant changes in the global economy, the impact of Covid-19, China and inflation and discusses what changes are likely to take place.

FCL 5yr Investment Fund Performance - Guide to Investment

FCL 5yr Investment Fund Performance - Guide to Investment 01-Aug-2020

Guy Myles talks about how Flying Colours Life have invested over the past 5 years in order to out-perform during the rising market, fall less during the COVID crises and bounce back better following. The FCL Investment Management team continue to drive investments based on a clear strategic approach.

Understanding Fund Performance

Understanding Fund Performance 02-Jul-2020

Flying Colours Life presents an overview of financial investment fund performance, why it's important and 'how we do it'. FCL fundamentally believe that any financial investment or fund management is best approached by some key principles. Guy Myles talks more about the why's and how's to help you protect and maximise your investment potential.

FC Investment Videos

FC Investment Videos 16-May-2020

Watch the latest investment videos, hosted by Chief Investment Officer, Guy Myles.

Investor update March 2020

Investor update March 2020 31-Mar-2020

A brief overview of Flying Colours Life response to the financial crises following the onset of the COVID-19 pandemic. FCL has remained in a steadfast position and performed well despite the falling markets.

MAKE AN ENQUIRY

By submitting your details you agree to our Privacy Policy and allow us to contact you.