Investments / General

Take advantage of a cycle now favourable to debt rather than equity

Owing to its ability to generate stable, predictable and comparatively higher yields for investors whilst at the same time improving diversification, reducing overall portfolio correlation and enhancing tax efficiency, private debt investments with experienced managers have increased significantly in popularity in allocations for high-net-worth individuals, wealth managers (and some institutional) portfolios.

How a focus on valuations helps to drive long-term returns

Ask any shopper if they prefer to buy an item at a premium, fair value or a discount, and you’d expect they’d (logically) opt for the discounted price. But in markets, investors don’t behave in a similar way. At times, investors are willing to pay a premium for shares, and at other times seem reluctant to invest, even when the discounts are steep. The graph below shows price to book ratio for a selection of markets, with the most popular markets at the highest valuations on this measure.

Eight tips for freezing your investing fears this Winter

Investing can be intimidating, especially during uncertain times like the present. But instead of letting your investing fears freeze you in your tracks, consider this season as an opportune time to re-evaluate your investment strategy, or if you’re new to investing, it’s also a good time to start learning the basics. Here we share eight tips to help you freeze your investing fears.

Beyond Traditional Savings: Unconventional Investments for a Diversified Portfolio