A place for offshore equity ETFs in portfolio construction
10 February 2020
There is no universal recipe as to what your portfolio should look like in order to achieve your investment goals.
The case for global mega cap investing
07 February 2020
Mega cap investing is basically investing in globally leading large companies that are diversified, predictable, liquid and have large economies of scale.
The Shareholder is dead. Long live the Stakeholder.
28 January 2020
Amongst the global elites attending the World Economic Forum (WEF) at Davos, financial companies represent the biggest single industry attendance, which makes it clear that it’s all about the political power of money.
Davos: Baby Boomers rule. Not ok.
22 January 2020
The election of Donald Trump in 2016 as United States (US) President represented the 4th consecutive baby boomer generation occupying the White House.
Monetary easing from most central banks also offered some support to the markets.
07 November 2019
The month of October was good for most asset classes as expectations rose that the
United States (US) and China were closer to signing a trade deal. Monetary easing from
most central banks also offered some support to the markets.
Bond market fears excessive – but investors must be vigilant
04 November 2019
There are numerous current threats facing financial markets – such as an earnings or manufacturing slowdown, geopolitical tensions, the rise of populism and volatile political leaders. However, absent a sudden shock, we do not anticipate de-flation and or a recession in the near future.