About Alternative Investments and Private Equity

We have received several questions from our clients regarding the attractiveness of many alternative investments and private equity funds. Usually the sales pitch for those types of products revolves around the apparently lower volatility that they offer with similar return prospects or the higher and steady income stream they can offer compared to the measly one offered by traditional fixed income instruments. Are these claims legitimate or have the salesmen purposely left out some of the less apparent risks inherent in these kinds of investments?

The benefit of saving early

US markets seem to continue to climb a wall of worry driven by events around a President who is more interested in being in the news with his less than diplomatic tweeting than anything else. Sometimes, we wonder whether he is not the king of “fake news” himself… Thank God the US Constitution is written so that a single branch of government alone cannot change the country’s direction.

Change is good! About Indexing… Volatility…

We are sorry to report that the financial markets seem to disagree with the media assessment of President Trump’s popularity. Notwithstanding the fact that it is difficult to develop a liking for the US President, as investment managers we should not forget the main drivers of the capitalist system from his message and their effects on financial markets.

Brexit, Trump, What’s next?

2016 was a year when we saw plenty of action in the financial markets, be it stocks, bonds, currencies, you name it. But above all, 2016 will be remembered for the US presidential election and Brexit.

The Psychology of Money Management

Within the process of building and maintaining your long term financial well-being, achieving a reasonable rate of return on your investments is the obvious main contributor.

Pages