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:
With a new year we have new gifts and inevitably new challenges. As we look towards our obligations and goals for 2025 many clients have been wondering if their portfolio is properly positioned for the new year. Having navigated an interest rate hiking cycle, fixed income investors now face a completely different challenge in 2025. Many investors are working to ensure their portfolio is accurately positioned for coming changes.
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, their prospects for 2025, and the growing appeal of corporate bonds as a strategic investment.
As we welcome the new year, it is an ideal time to reflect on our personal financial goals and set resolutions that align with our ambitions. The start of a new year not only brings us fresh opportunities but also presents a crucial moment to reassess our investment portfolios. This year there are many uncertainties which can affect financial markets including the change of leadership in the United States government. Because of these uncertainties, it is vital to revisit our financial strategy.
The start of a new year is a time for renewal, reflection, and fresh focus. It’s a season brimming with possibility, offering a chance to reset and realign your goals and mindset. Among the most transformative shifts you can make is embracing an abundance mindset—a belief that opportunities and resources are limitless, and that growth and success are always within reach. As you step into the new year, cultivating this perspective can unlock untapped potential and set the stage for a year of achievement and fulfillment.
As the year comes to a close and the festive spirit fills the air, it’s the perfect time to reflect on your financial goals and chart a course for 2025 and beyond. Much like preparing for the holidays, planning your finances requires thoughtfulness, balance, and a touch of cheer. Here are four key questions to guide your financial strategy, infused with Jamaican wisdom to inspire and uplift your plans:
The season of giving often centers around toys, gadgets, and other material items. While these gifts bring joy and excitement in the short term, there’s an alternative that can provide long-term value: financial gifts that grow over time. This year, Parents, grandparents, and godparents can make a more lasting impact by giving the gift of wealth. Consider buying a few stocks, units in a successful mutual fund or other starter investment accounts for significant future milestones like college or a home purchase.
Why Financial Gifts Make Sense
I have always wanted to experience Thanksgiving in the United States. The aspect that most appeals to me is not the feast, which is no surprise since I am not much of a foodie. Instead, I am most drawn to the “feeling” around Thanksgiving. As an outsider looking in, the “event” exudes positive vibes and feelings of gratitude. So, with another Thanksgiving behind us, I thought it would be a great time to reflect on how gratitude can impact your financial mindset. Studies show that cultivating an attitude of gratitude can improve your investment decisions and overall financial success.
Tis the season to be jolly and hopefully still be financially savvy. As the Holiday season fast approaches with 5 weekends to the most wonderful time of the year many people are eyeing their funds and trying to figure out if they are going to be a mean one like Mr. Grinch or jolly like St. Nick. It is no secret that many dread December as it can be one of the most challenging times when it comes to finances but in the spirit of optimism and joy of the season we can all get a bit of financial inspiration from Santa Claus.
