Investing

[ad_1] Is there a trade-off between diversity and investment performance? It’s a common question with a definitive answer: No That’s my conclusion after conducting an extensive review of the literature on the relationship between diversity and investment risk and performance. An Overview of the Studies In total, the research I […]

[ad_1] The Bank of Japan (BOJ) widens the 10-year yield trading range. The BOJ announced its latest yield curve control (YCC) change on 19 December, raising the 10-year yield cap from 25 basis points (bps) to 50 bps. Some interpreted the shift as the first in a forthcoming series of […]

[ad_1] Climate change is inescapable even for high-net-worth individuals (HNWIs). Its effects are forcing both short- and long-term decisions on HNWIs and their family offices. In the short term, the phenomenon is changing the calculus of where HNWIs choose to live, travel, and do business. In the long term, it […]

[ad_1] After private equity’s extraordinary performance in 2021, private market valuations decoupled from those of both public equities and bonds in 2022. This led many institutional investors to end up over-allocated to private markets. This is the so-called denominator effect, whereby private asset allocations exceed the percentage threshold established in […]

[ad_1] Read the complete three-part series. The European Central Bank (ECB) began buying corporate debt as part of its corporate sector purchase programme (CSPP) in 2016. Given its clear and unambiguous legality, the CSPP could create the expectation among investors of an “ECB put,” that the bank will do “whatever […]

[ad_1] Anticipating and riding short squeezes has grown in popularity as an investment tactic in recent years. The GameStop short squeeze, galvanized by motivated retail investors on internet message boards, is a vivid example of this phenomenon. The ideal outcome for a prospective short-squeezer is what we’ll call the short-squeeze […]

[ad_1] With its riveting victory over France in the World Cup finals and the heroics of its all-time great team captain Lionel Messi, Argentina has good reason to celebrate. But as the post-World Cup glow subsides, the country faces significant and deep-seated economic and financial challenges. Inflation reached an annualized […]

[ad_1] After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth. While risk management may be the key component of wealth preservation, what often gets overlooked is how much smart tax planning can do to help clients retain more of […]

[ad_1] The US Federal Reserve began raising the federal funds rate in March 2022. Since then, almost all asset classes have performed poorly while the correlation between fixed-income assets and equities has surged, rendering fixed income ineffective in its traditional role as a hedging tool. With the value of asset […]

[ad_1] The NASDAQ 100 index hit rock bottom during intra-day trading on 10 October 2002, down 77% from its all-time high on 10 March 2000. An estimated 100 million individual investors lost $5 trillion in the stock market. It took more than 15 years for the tech-heavy index to revisit […]