- Multi-Asset
Re-thinking Portfolio Composition (Part 1)
23 Nov 2020 |
By Jesse Imer
READ TIME 5 mins
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Multi-Asset
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Mark Twain once observed: “History does not repeat, but it rhymes.” We are seeing parallels between current markets and 1999, the start of a ten-year period where US equities indices returned negatively. There have been 6 different “Lost Decade” periods...
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- Multi-Asset
Gold, Real Interest Rates and the USD
17 Nov 2020 |
By Jesse Imer
READ TIME 4 mins
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The world changed last week, and not just because of the US election. Pfizer announced a COVID-19 vaccine that is looking to be over 90% effective in stage 3 clinical trials. The market also knows that many other COVID-19 vaccines...
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For investors, risk and return go hand in hand where for a potentially higher return on capital, there is a corresponding increase in risk. This is known as the risk-return trade-off. It is important to be aware that investing is...
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- Multi-Asset
US election implications for financial markets
05 Oct 2020 |
By Jesse Imer
READ TIME 8 mins
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I’ve wrote the majority of this note on 2-October and since original time of writing, it has been reported that US President Trump and his wife have tested positive for COVID-19 and have begun their 14-day quarantine period. It would...
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