An Inflation Investment Strategy That Protects Real Returns
Key Takeaways: Inflation erodes purchasing power, making real returns more important than headline investment gains. Diversified portfolios are better positioned to manage inflation and reduce investment risk. Holding too much cash can reduce wealth as inflation steadily weakens purchasing power. Global investments can help reduce exposure to local economic and inflationary pressures. Professional investment management […]
Higher for Longer: Why Inflation and Interest Rates May Stay Elevated
Key Takeaways Geopolitical conflict in the Middle East is driving renewed inflationary pressures globally Rising energy prices are complicating central bank efforts to return inflation to target The Federal Reserve and other central banks are likely to keep interest rates higher for longer Higher rates create both risks and opportunities across equities, bonds, commodities, and […]
How CFOs should navigate the current environment
Whether you are managing a large corporate balance sheet or your retirement portfolio, all CEOs, CFOs, investors or financial controllers benefit from understanding the impact of the macro-economic environment on their business or investment strategy. Today we look at US and Jamaican monetary policy and their implications for our investment strategy: Central Bank Policy – Interest […]
Financial Markets Performance: Looking Back while Navigating Ahead
The year 2024 was a fascinating one for global financial markets, marked by shifting monetary policies, evolving geopolitical dynamics, and a continued focus on sustainability. While the markets faced periods of volatility, certain sectors demonstrated resilience, offering both challenges and opportunities for investors. In this article we’ll review the performance of financial markets in 2024, […]
Positioning your portfolio for changing interest rates
Throughout 2023 fixed income investors who were brave and had excess liquidity were able to take advantage of opportunities that arose in the bond market. Investors were able to add instruments that were investment grade at steep discounts. While some investors clutched their pearls, the brave stayed the course even as their portfolio value perhaps […]