General - 2 min
Risk is an integral part of investment. As a rule of thumb, risks are usually proportional to gains: the higher the returns you target, the greater the risk you need to take. However, investment history recounts many incidents where risk was miscalculated, or unforeseen market changes wreaked havoc on investors. The spectacular losses associated with the 2008 crisis, cryptocurrency debacles, mismanaged funds and scam operations would have been minimized or avoided with sound risk management. Risk management is an integral part of successful investing at all times.
Oct 24, 2022
General - 2 min
Inflation has risen sharply across the world’s economies due to many factors from supply chain issues to energy constraints linked to the ongoing Ukraine conflict. Global inflation is predicted to reach 8.7% in 2022 before declining in 2023 following responses by central banks.[1]
Oct 11, 2022
General - 1 min
Interest in private market investments continues to grow as they promise higher risk-adjusted returns and lower volatility compared to public markets. But private market funds have their challenges with issues like the J-curve, multi-year commitment periods, illiquidity, etc. This article discusses the J-curve and strategies to improve returns.
Sep 8, 2022
General - 2 min
The economic headlines are full of doom and gloom in many countries. The Russia-Ukraine conflict continues to put pressure on the global supply of oil while the higher cost of living is threatening the post-pandemic economic recovery.
Aug 25, 2022
Market Insights - 2 min
The stock market has been on a roller coaster ride in the first half of 2022. The S&P 500 has dropped 13% from its December 2021 peak by mid-March, rallied 11% by March end, dropped 16% in May, rose 7% in early June, then dropped 12% in the same month.
Aug 18, 2022
Education - 2 min
As inflation reached a new 41-year record, interest rates climbed and stock prices dropped, we’re clearly in a bear market after a decade of bullish markets.
Aug 7, 2022
General - 2 min
When US inflation began to spike in March 2021, Federal Reserve (“Fed”) Chairman Jerome Powell described the trend as transitory.[1] Eight months later, it showed no sign of slowing.
Jul 28, 2022
Market Insights - 3 min
The U.S. Federal Reserve (the “Fed”) made headlines on June 16 with an unexpected increase of 0.75% in the Fed Funds rate. In the same month, the Fed returned to quantitative tightening (QT) for the first time since July 2019.[1]
Jul 5, 2022
General - 2 min
Private investments play an important role in long-term investment portfolios, and private markets have historically returned meaningfully more than public market equivalent investments.
Jul 1, 2022