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Tag Archives: Investing

Bi-Weekly Economic Review: Attention Shoppers

The majority of the economic reports over the last two weeks have been disappointing, less than the consensus expectations. The minor rebound in activity we’ve been tracking since last summer appears to have stalled. Retail sales continue to disappoint and inventory/sales ratios are once again rising – from already elevated levels. Even the positive reports were clouded by negative undertones. So far though our market...

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Inflation. A Loyal Swiss Ally

Switzerland has been classified as one of the happiest countries in the world. Commonly stated reasons for this are the sense of community, beautiful landscapes, fresh air, and clean water. Not to mention prosperity. 'Switzerland: A Financial Market History', by the Credit Suisse Research Institute in partnership with leading experts from the London...

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Scaling up Impact Investing

Impact investing is a growing industry that has gained in popularity and importance in the last few years. This is not surprising, says Harvard Professor Michael Chu: It is driven by the concept that a social or ecological problem may be addressed via a commercial platform, which many people find attractive. Due to the high demand, some of the main focus...

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Global Asset Allocation Update

There is no change to the risk budget this month. For the moderate risk investor, the allocation between risk assets and bonds is unchanged at 50/50. There are, however, changes within the asset classes. We are reducing the equity allocation and raising the allocation to REITs.  Based on the bond markets there has been little change in the growth and inflation outlook since the last asset allocation update. Based on...

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Bi-Weekly Economic Review

The economic data releases since the last update were generally upbeat but markets are forward looking and the future apparently isn’t to their liking. Of course, it is hard to tell sometimes whether bonds, the dollar and stocks are responding to the real economy or the one people hope Donald Trump can deliver when he isn’t busy contradicting his communications staff. Politics has been front and center recently but...

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Where Europe Meets Asia 

For two decades now, the Asian Investment Conference (AIC), the region's largest and most exclusive investment conference, has delivered unrivalled access to expert speakers from around the world and provided thought-provoking insights. And this year was no different. Over 3,000 attendees joined an impressive line-up of political leaders, entrepreneurs,...

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