In the quest for maximising returns while managing risk, investors are increasingly diversifying their portfolios beyond traditional assets like shares and bonds. Alternative assets offer distinct characteristics and benefits that can enhance a balanced investment strategy. In this article, I explore the types of alternative assets we use, and some
The investment market in 2023 was strong – unlike the year prior – largely thanks to an impactful December quarter. It’s a great example of the need for patience and a reminder of the importance of a long-term view when investing. The positive returns were driven by what we’re calling
Artificial Intelligence, or AI, is a global fixation – one that has driven the Nasdaq to outperform every other major world equity index this year. AI is having its moment, and a knock-on effect of its popularity is that semiconductor companies have reemerged in the spotlight as one of AI’s
At times of market and economic uncertainty, combined with relatively low expected returns for many asset classes, we should consider more widely the assets we hold. It’s important to have a portfolio strategy, designed with discipline, embracing market opportunities while preparing for the unexpected. There are several components of a
The pandemic and the recent relaxation of restrictions continue to reverberate through the global economy and cloud the outlook. For insight into what may lie ahead, Jarden investment strategist and economist John Carran shared his thoughts, at the time of writing on 18 November 2022. Through the haze, we see
Equity markets for the year so far can be described in one word: Volatile The current situation in markets is being driven by rising interest rates, alongside multi-decade high inflation, clogged supply chains and the war in Ukraine. Times like these can often spark our ‘fight or flight’ instinct, or
This article was written in early May. In the last issue of the Profit, I used the term “market correction”, and boy oh boy, did we have one of those! Not for a second am I claiming a prediction of Covid-19 and the effect on the markets, but I will
What are your predictions? I can hardly claim this is a prediction, because it is well documented. But certainly, in the immediate term, we will continue to live in a low interest rate environment. For borrowers, this is good news. However, for savers and investors in income assets, it’s not
Currently, it is very difficult to speak of anything but the low interest rates affecting savers and investors. At the time of writing1, the Reserve Bank of New Zealand has taken a breather with its September 2019 announcement and left the Official CashRate(OCR)at 1.00%.After the hefty movement of 0.50% “south”
It is the process of anticipating what could lie ahead, and the creation of methods and processes to help minimise the potential negative effects of future influence… but can you ever truly 100% futureproof a portfolio? The truth is you can’t completely 100% future-proof any portfolio, because investment involves risk
