Our Chief Investment Office and experts share insights into our house view and macro trends.
Mortgage-backed securities (MBS) fell into disrepute following their significant involvement in the 2008 financial crisis. Just as technology stocks were avoided long after the 1990s technology bubble had burst, MBS are given a very wide berth. But is this view a valid one today? In this article, Justin Oliver, Deputy Chief Investment Officer at CGWM explores how MBS can be made part of a diversified portfolio.
With large companies wising up to the importance of adopting and promoting sustainable business practices – and with the influence, affluence and expectations of Millennials set to peak over the next decade – our guest contributor Will Oulton, Global Head, Responsible Investment, First State Investments, considers the impact on the investment industry, and the increasing need to balance social and environmental responsibility with positive financial performance.
Whether out of choice or because your wealth manager has gone into liquidation, it’s easier than you might think to move your investment portfolio to another provider.
Following a bumpy start to the year, our CIO gives his expert view on what this - along with the threat of inflation and a potential trade war - means for investors. Read more here.
At the start of this year we predicted 2018 to be bumpier than 2017, (which could scarcely have been smoother, with volatility measures at all-time lows during the year), and so it is proving. However, we also thought that the investment climate would still be favourable for risk assets like shares (or equities/stocks). We based this view on robust economic growth across the globe, a boost to earnings from US tax reform, rising corporate profits and the continuing gift from central banks of decent liquidity, even with quantitative tightening from the Federal Reserve, and very low, albeit slightly rising interest rates.
Bitcoin is the world’s most popular digital currency. Having drawn millions of investors across the world, its value rocketed to nearly US$20,000 at the end of 2017, although its value has since dropped dramatically to c.$7,000 (at the time of writing). So what is our view on bitcoin and is it a valid investment? Read more.
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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.