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View all Representation →Consultations- Digitisation Taskforce – Final Report
- FCA Consults on Fund Product Information and Cost Disclosure CP24/30 – ShareSoc Responds
- FRC Consults on UK Stewardship Code – ShareSoc Responds
- FCA Consultation – Modernising Redress
- HMRC Consultation – IHT on Pensions
- ShareSoc Evidence to Lords on FCA Enforcement
- ShareSoc supports FCA proposal for criminal background checks on owners and controllers of financial institutions
- UK ISA: ShareSoc submits consultation response
- FCA Consultation on Enforcement Practice & Transparency
- ShareSoc response to House of Commons Education Select Committee
- UKSA and ShareSoc Submission to Labour Party Review of Financial Services
- FCA Consultation GC23/2 Financial Promotions on Social Media
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Latest Blogs
Random Thoughts from the Secret Auditor
This article reflects the opinions of its author and not necessarily those of ShareSoc.
Nirvana.
Investing nirvana is being as indifferent to losses as to winners. Having been investing for about 20 years I have yet to reach that nirvana, I am never indifferent if the portfolio has had a good day or a bad day, the angst of a bad day outweighs the pleasure of a good day. Which begs the question of whether I would be better off investing in a ...
Post Date: December 8, 2023
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When is an Investment Trust not an Investment Trust?
This article reflects the opinions of its author and not necessarily those of ShareSoc.
Opaque Accounts of Alternative Asset Trusts
Traditionally, investment trusts invested in highly liquid, listed, operating businesses. The accounts for such trusts are straightforward. The balance sheet simply reflects the market value of the trust’s investments and profit/loss is determined by the change in valuation of assets and liabilities plus any income generated by the investments.
In recent years, however (and some not so recently), a number of “alternative” investment trusts ...
Post Date: November 15, 2023
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Bitcoin vs Cream Cakes
This article reflects the opinions of its author and not necessarily those of ShareSoc.
FTX prosecution vs that of Patisserie Valerie
FTX, a cryptocurrency exchange which became one of the largest in the world with billions in deposits, declared bankruptcy on 12 November 2022. The trial of Sam Bankman-Fried (SBF) commenced in the US at the Manhattan federal court on 3 October, 2023. SBF faced seven counts of fraud and conspiracy. Three FTX executives agreed to plea deals, hence they became witnesses for the ...
Post Date: November 15, 2023
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Bonds
This article reflects the opinions of its author and not necessarily those of ShareSoc.
Is it time to buy bonds?
I have personally been a huge sceptic of bonds and hence a sceptic of the 60/40 model of equities to bonds put forward by many financial advisers as a model for many investors with medium risk appetite.
Bonds have had a 40-year bull market, but all that came to an end when interest rates went up from 0.25% to around 5% as QE was ...
Post Date: November 9, 2023
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IBP Special Administration and Thames Ventures VCT 1
This article reflects the opinions of its author and not necessarily those of ShareSoc.
I have a very small holding in Thames Ventures VCT 1 (TV1). This is the remnant of holdings in other VCTs originally invested from 1997 onwards and which have generated a total return of minus 58% to date according to Sharescope, although I doubt that is accurate due to multiple consolidations and name changes. I would have sold the holding long ago if it were not for the roll-back ...
Post Date: October 27, 2023
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