MARKET ANALYSIS

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Corporate speculative grade default rates continue to be below historical norms

with some signs of an increase, mostly limited to specific sectors such as energy and basic materials.In high quality IGCs, we have seen some deterioration in credit quality as corporates use their strong balance sheets and low interest rates to fund acquisitions and return cash to shareholders. 


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Our very diversified team of experts will start by teaching you

how the price of stocks and bonds are computed and why they move while you will become increasingly aware of the notion of risk and why it matters when measuring an investment's performance. The focus will then move to less popular markets such as gold, emerging markets, real estate, hedge funds and private markets.


Key risks that could continue to weigh on global markets .

The stronger US dollar given rising interest rates in US, weak emerging markets growth… Learn more

 

 

 Services

When you get right down to it, success is all about value and trust.Value is a product of trust. The trust your clients have in you.The trust you have in your people, strategies and systems.And the trust you have in your business advisers... LEARN MORE

 Our philosophy
Asset Management believes that passive index benchmarked investment portfolios can provide the majority of desired risk-adjusted performance at a very reasonable price.We know that when looking at the consolidated portfolio of various managers,there are a large amount of assets that mirror benchmark indices…  LEARN MORE

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Most important decisions

The consensus among most financial professionals is that asset allocation one of the most important decisions that investors make. In other words, your selection of stocks or bonds is secondary to the way you allocate your assets to high and low-risk stocks, to short and long-term bonds, and to cash on the sidelines.

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Simplify Your Portfolio

Investors today have vastly more investment choices than ever before.Yet, despite this wealth of available options, investors continue to struggle.Could it be that the flood of products.... vendors and account alternatives is actually making the investment decision process more difficult?Are there ways to simplify your approach and still succeed?

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Asset Allocation

 that aims to balance risk and create diversification by dividing assets among major categories such as cash, bonds, stocks, real estate and derivatives. Each asset class has different levels of return and risk, so each will behave differently over time.