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When Higher Interest Rates Create Opportunity

For much of the past two years, investors have been asking the same question: When will interest rates come down? This month, the conversation changed. On September 16, the U.S….

2023-03-20

Brace yourself……..

The past 2 weeks in the global financial markets have been “eventful”, to say the least. In the United States,...

2023-03-13

Navigating a High Interest Rate Environment for longer

Among the few things which are certain nowadays is that uncertainty will persist in global financial markets. Hence, after a...

2023-03-06

Impact of Capital Markets on Economic Growth

Capital Markets plays a key role in the development of an economy. To demonstrate the impact of capital markets on...

2023-02-20

IS YOUR MONEY SAFE?

Are you someone who reads all the reviews on Amazon and thoroughly researches a product before adding it to your...

2023-02-13

My advice to my clients

When my clients ask me what I think about recent developments, I remind them that nothing has changed. I tell...

2023-02-06

Steps to Become a Smart Investor

The need to invest your money wisely is greater than ever, and this often requires looking beyond the obvious as...

2023-01-30

How do you define Safety?

The recent developments in our local financial sector have once again resurfaced the issue of risk and safety of our...

2023-01-23

Recession investing

If you are approaching retirement and have actively been investing, you have probably been concerned if your portfolio statements show...

2023-01-16

“Recession-proofing”

There has been much talk of a US recession or even a global recession occurring in 2023. Economists and analysts...

2023-01-09

Wishing for a happier New Year!!!

2022 was a challenging year for international investors from a portfolio valuation perspective as well as for those who needed...

2022-12-19

Naughty or nice?

He’s making a list. He’s checking it twice. He’s going to find out who’s naughty or nice… The following investment...

2022-12-12

Investment Strategies during a High-Inflation Environment

Inflation generally refers to the rate at which prices of goods and services in an economy increase. It affects a...

2022-12-05

The difference between a yield and an interest rate

By far the most frequently asked question we get about bonds is: what is the difference between the yield on...

2022-11-28

Portfolio reviews and diversification

Last week my colleague Dwayne highlighted the importance of reviewing your portfolio. As he mentioned, a “set it and forget...

2022-11-21

Review and revision of your portfolio

Gone are the days when an investor could take a “Set it and forget it” approach. Or perhaps those days...

2022-11-14

Looking for redemption, call me if you can!

Many bonds are issued today with a call feature which means they can be redeemed or repaid by the issuer...

2022-11-07

Planning for your parents

When thinking about our financial future, we usually think about planning for ourselves- our retirement, our children’s college education, but...

2022-10-31

Bond Purchases- A Step by Step Guide

Daily I get calls from prospective clients looking for more information on global or international bonds that are recommended or...

2022-10-24

Bond Behaviour

Our discussions on bonds continue; after learning the bond basics, today we examine how bonds behave in an environment of...

2022-10-17

What NOT to do in a bear market

If you own a unit trust or a mutual fund that invests directly in the bond or stock market, chances...

2022-10-10

You can’t pour from an empty cup

You can’t pour from an empty cup or vessel, is a phrase that many of us have heard or used...

2022-10-03

Preparing for the storm

Earlier this week, Tropical storm Ian passed through the region and caused much panic and chaos in the islands which...

2022-09-26

Three in a row

The U.S. Federal Reserve’s (Fed) policy setting committee boosted its benchmark rate (fed funds rate) by 75 basis points (bps)...

2022-09-19

Is a Promissory Note right for you?

A promissory note, also called a “pro note”, “p note” or simply “note”, is a type of fixed-income debt instrument,...

2022-09-12

Repos- simple yet useful

Many local financial institutions have discontinued offering repurchase agreements, more popularly known as “repos”. However, repos should not be overlooked....

2022-09-05

What to do with your Bond Income

Our discussions on bonds continue. After learning the bond basics and making the investment, what should you do with the...

2022-08-29

What global currency movements mean for your next vacation or big-ticket purchase

Your dream European vacation just got cheaper – 12% on a year-to-date basis to be precise (Full disclosure, this figure...