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Is the 60/40 Portfolio Allocation Doomed?
Catherine Child - 20 July 2020

Is the 60/40 Portfolio Allocation Doomed?

“The most important key to successful investing can be summed up in just two words: asset allocation.” – Michael LeBoeuf. Let’s discuss the 60/40 Portfolio Allocation, something you most likely will be familiar with. It’s the universal rule of thumb for investors, but what is it and why is it doomed?

Hyper-personalisation is the future of Wealth Management?
Gary Skovron - 13 July 2020

Hyper-personalisation is the future of Wealth Management?

Today’s competitive wealth management landscape has driven high-net worth clients to demand more of their wealth managers, as they seek to harness the benefits of real-time data and intelligence insights.

Navigating through market volatility – 3 mistakes to avoid
Catherine Child - 6 July 2020

Navigating through market volatility – 3 mistakes to avoid

The coronavirus has brought one of the worst scares to the stock markets since the Great Depression. There’s no doubt about it. Some stocks have hit a rock bottom and have made even the 2008 Financial Crisis look like a small blip in the charts.

Is cash the right option for HNWI’s right now?
Gary Skovron - 30 June 2020

Is cash the right option for HNWI’s right now?

In times of uncertainty even high-net worth individuals (HNWIs) are increasingly choosing to hold their wealth in cash based on safety considerations – but is this the best strategy or is diversifying their portfolio the better option?

Why is there a disconnect between the Stock Market and Economy?
Gary Skovron - 25 June 2020

Why is there a disconnect between the Stock Market and Economy?

There has never been a bigger disconnect between the stock market’s movements and what is happening in the real economy.In spite of a global economic slowdown, historic levels of unemployment and mass equality protests worldwide, stocks have rallied since their lows at the end of March.

Financial stress is the second global crisis we are facing
Catherine Child - 22 June 2020

Financial stress is the second global crisis we are facing

No matter what level of income you’re on, a global financial crisis can be extremely stressful for anyone. It boils down to one simple reason; uncertainty.