Articles
Education - 1 min
Wealth Management And Financial Planning: What To Expect?
Wealth management and financial planning are two concepts occasionally used in parallel to describe financial services targeting affluent individuals. They are however distinctive subsets of financial advice.
Oct 24, 2021
Market Insights - 2 min
US Market Volatility: Hedging Against Turmoil
As the budget stalemate persisted among lawmakers in Washington, US markets were shaken when the 10-year Treasury yield began rising in the last two weeks of September to reach 1.567% on 28 September, its highest levels since June.
Sep 30, 2021
Education - 1 min
How Much Should I Save For Retirement?
According to a 2019 survey by Fidelity International on people’s readiness for retirement,[1] most households around the world cannot cover their retirement expenses. People across all regions and age groups find retirement planning very complicated and many don’t know where to start.
Aug 25, 2021
Education - 2 min
Invest In Your Future
Many look at investing as a surefire way to take charge of one’s financial security. It allows for the growth and preservation of wealth and the creation of an income stream if needed. A proper investment strategy can also ensure sustainment of lifestyle through retirement and a legacy for generations to come.
Jun 14, 2021
Education - 3 min
Ten Lessons From The Life & Legacy Of Yale CIO David F. Swensen
The brilliantly innovative and profoundly humane David Frederick Swensen (1954-2021) was a legend in the investing world – a pioneer who played a preeminent role in the growth of Yale’s endowment from $1.3 billion to $31.2 billion as of June last year. David served as Chief Investment Officer of the Yale University Endowment for nearly four decades.
May 18, 2021
Education - 4 min
The Aviation Journey To Recovery
The COVID-19 dislocation has forced airlines to sell some of their crown jewels to create liquidity. The restricted new issuance in the debt market has created attractive repricing opportunities for lenders to top-tier credits and patient equity investors.
May 9, 2021
Education - 3 min
Structured Credit Market Commentary
Despite tracing its roots back to the 1970s, structured credit has yet to find a permanent allocation in traditional portfolio construction. With investment grade and high yields spreads at pre-crisis levels, and interest rate sensitivity considerations becoming paramount, structured credit stands as an attractive alternative.
May 6, 2021
Education - 2 min
Offsetting Volatility Via Alternative Investments
The repercussions of the events in 2020 are expected to last for years. Between the Covid-19 pandemic and the US elections, what Daniel Carrigan, Associate VP of Nasdaq, described as a “volatile”[i] year is an understatement.
Apr 28, 2021
Education - 2 min
Wealth Management Breaks Away From Tradition
Since the computer revolution in the 1950s, the non-stop march of digitization has transformed nearly every sector and industry, sweeping through countless services worldwide. The wealth management industry must prepare for this new world. Digitization is not merely about operational transformation to enhance growth, cost efficiency, performance, risk management, etc. It is a business requirement for a new generation of clients that will reshape the wealth and asset management industry.
Apr 22, 2021