Savvy Investor’s Post

March 2024 saw a continuation of the strong equity rally that began in late 2023 and continued volatility in the bond market. Here’s a breakdown of the key themes. https://lnkd.in/ewwV_dJC #wealthmanagement #CIC

Private markets can offer a variety of alternative asset classes for investors. Our 2024 outlook guides you through the key opportunities and trends. Read more: https://ow.ly/VvUK50RfTZ2 Discover our full spectrum of investment capabilities across equities, multi-asset and fixed income: https://ow.ly/xKOB50RfTZ1 Investment involves risk. #Alternatives #IncomeChampion #IncomeInvesting

[Capital at risk] Part of our active management of portfolios is repositioning our investments when we see fit. On our blog Richard Flax, Chief Investment Officer at Moneyfarm, outlines the recent changes we’ve made this quarter to improve the quality of the portfolios and the Asset Allocation team’s rationale behind the moves. Read more here: https://lnkd.in/eRePbadg #assetallocation #digitalwealthmanagement #financialservices #markets #investments #moneyfarm

For several years, during the time of NIRP and ZIRP and when negative yielding bonds were prevalent, our Investment Committee looked to alternatives for portfolio diversification and more attractive risk adjusted returns. Today, bond yields provide a reasonable return, they are inherently less risky as their duration has fallen with the rise in interest rates and looking ahead, they have greater capacity to provide portfolio diversification in a recessionary environment. Consequently, at the end of 2022, we slashed our exposure to alternatives as bonds play a far more meaningful role in portfolios. David Thorpe at FT Adviser has written a great piece that talks to this move away from alternatives and the importance of diversification in multi-asset portfolios. https://lnkd.in/ehEjw3A5

The equity market's returns over the last four years have created unrealistic expectations, leading us to ignore the risks. We often believe that taking on more risk guarantees higher rewards. In essence, while more risk increases the potential 📣 magnitude 📣 of returns, it does not necessarily increase the chances of earning those returns. In equity mutual funds, many investors are still focused on mid-cap and small-cap spaces, but these sit higher on the risk-reward ladder. Below is a comparison of the risk-reward profiles of equity mutual funds. Let’s be mindful - risk is real, and when faced head-on, it can be harsh and unforgiving. Note: This is not investment advice but intended for financial education purposes only. Please consult your financial adviser for personalized advice tailored to your risk profile. Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. #mutualfunds #investment #investing #equity #stockmarket 

Professional investors are increasingly finding the fixed income market attractive. The shift is driven by changes in yield rates and a reassessment of risk in response to current economic conditions. As bond markets begin to offer more appealing returns, investors are considering fixed-income securities as a valuable component of diversified investment portfolios. For those looking to understand why seasoned investors are gravitating towards bonds and other fixed-income products, you can read the full analysis below... https://lnkd.in/eGkkyWvb ______________________________________________________________ #ceo #coo #md #trading #commodities #digitalassets #financialmarkets #tradingtechnology #equities #liquidity #fx #futures #options #cfds #spreadbetting #metals #fixedincome

BlackRock warns about the US dollar and recommends that investors invest in bonds as BRICS de-dollarize. Amid the ongoing de-dollarization efforts of the BRICS in 2024, BlackRock, a prominent investment management firm, has issued a significant warning concerning the U.S. Dollar. The organization is cautioning investors who have currency on hand to begin reinvesting a […] #Business #business #dedollarization

Are investors getting adequately compensated for taking on the higher potential volatility of equities?

Are investors getting adequately compensated for taking on the higher potential volatility of equities?

Are investors getting adequately compensated for taking on the higher potential volatility of equities?