Eat your bonds – Why you need bonds in your portfolio
We have been advised to have a well-balanced diet in order to grow and stay healthy. Did you know your wealth needs it too? For your portfolio to thrive, it needs to have a variety of food too, just like we do. Here’s what you should be feeding your portfolio: 1) Rice – This is […]
How to Achieve Good Returns with Minimal Efforts
If you had always thought that effective equity investment requires you to spend hours reading up on a company’s business, its income statement, balance sheet, financial ratios, strategy and more, that is not entirely true! Contrary to popular belief, the amount of time required to maintain your portfolio starts to fall once you have a […]
Take Back Your Financial Health in 5 Steps
Do you find it hard to keep up with your expenses? Struggling to put aside money for savings every month? Or are you just, in general, unhappy with your current financial situation? Do you have goals in mind? To buy your own car? Your own house? Start your own business? Be able to travel around […]
4 Things You Need to Know About Fixed Income (Bonds)
Government bonds issued by developed economies (hereinafter referred to as “government bonds”) play a prominent role in well-structured fixed income portfolios, reflecting the attractive investment characteristics of full-faith credit obligations of the government and the liquidity of debt securities issued by the government. Because government bonds enjoy the full-faith and credit backing of the corresponding […]
Why You Need Equity (Stocks) To Grow Your Wealth
Holdings of equity constitute the core of most institutional and individual portfolios for theoretical and practical reasons. The expected return characteristics of equity instruments satisfy the need to generate substantial portfolio growth over the long-run. Equity Risk Premium Equity risk premium is defined as the incremental return to equity holders for accepting risk above the […]
What Investors Should Do in a Trade War
In the last 2 months, U.S. has been carefully planning trade tariffs aimed at addressing its major global trade imbalances. On 22 Mar 2018, President Trump finally announced the first salvo covering up to US$60 billion of Chinese imports. Is market panic warranted? How should clients position their investments? Here’s our analysis. (1) How are […]
