Our Insights

For decades, the 60/40 stock-bond portfolio has been a popular strategy for diversification. Contrary to what we thought, stock and bond returns have not always had negative correlation; in fact, there was positive correlation throughout much of the late 1900s. In recent years, the stock-bond correlation has again become positive and is rising with inflation outside of central bank's target ranges. This means investors may be underestimating portfolio risk due to changing correlations between stocks and bonds and that more cautious investors may need to adjust their holdings accordingly. It is essential to reevaluate our strategies to match today's market dynamics in order to achieve true diversification.

JP Morgan has just revealed their latest recommendations for fixed income strategies, offering guidance to investors looking to navigate the fixed income market in 2023 with confidence.

The McKinsey Global Institute has identified several key scenarios that will shape the future of financial systems in 2023. In this summary, we provide a breakdown of their report, offering valuable insights. Dive in to discover more.

Gone are the days of low-interest rates and broad disinflation. Now, we're facing a landscape dominated by persistent supply constraints like worker shortages and geopolitical fragmentation. These factors are stoking inflationary pressures, leading to tighter monetary policies and potentially higher interest rates for longer. Read more to find out..

According to the CAIA association, REITs cannot serve as the foundation of a portfolio because of their strong correlation to equities, high beta to the stock market, and limited correlation to bonds. Although mortgage and residential REITs possess certain pros and cons, they distinguish themselves from other income-generating assets.

Dive into the captivating realm of private credit opportunities as Hubbis Founder & CEO Michael Stanhope converses with Kilde's Co-founder and CEO Radek Jezbera at the recent Independent Wealth Management Forum in Dubai. Enrich your knowledge with their enlightening exchange by viewing the complete video below.

This month, we've gathered the most interesting stories on alternative investing and digital lending. We're showcasing some of the juicier headlines to keep you in-the-know about what's going down out there! Let's dive into all that these exciting sectors have to offer...

Stay in the know about what's new and exciting happening around alternative asset investment and digital lending! Our monthly digest has all you need to stay ahead of which stories are trending. Don't miss this chance for an up-to-date glimpse at what’s shaking things up right now – read our latest edition today.

Looking to get the scoop on alternative asset investment and digital lending companies? Our monthly digest is here! Read up on some of our top-trending stories from last month as we explore various opportunities in today's financial landscape. Dive in and keep your finger on the pulse of alternative investments space - read today for a snapshot of what's happening now.

In this issue of our Monthly News Digest we cover the top stories from alternative assets and digital lending space. What can a regular investor do to protect his portfolio against the rising inflation and interest rates? Is now the time to invest in alternative lending market? What are the latest trends and future developments in the alternative finance space? You will find the answers to these and more pressing questions in this month's selection of articles.