News & Insights

USD and EUR 10-year bond yields on the rise: October 2023 Market Commentary

In September, although the US central bank decided not to hike its Fed funds rate, its communication strongly highlighted the persistence of inflation and the potential need for further rate hikes to fight it. As a result, 10-year government bond yields in the US and Europe continued their ascension, reaching 15-year highs, i.e. 4.7% in USD and close to 3% in EUR.

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Growth disappoints, gold well supported by ongoing central bank purchases: September 2023 Market Commentary

In August, stocks and investor sentiment fell as growth data disappointed across the world, including in China.

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Persistent economic growth despite higher interest rates: August 2023 Market Commentary

Higher interest rates in Western economies amid a sustainable global economic outlook is a favorable environment to invest in bonds. This is an opportunity not seen in the past 20 years, where investors can have visibility on regular income from bonds, such as bank bonds (e.g. 6% per annum in USD), and capital preservation regardless of market volatility.

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Interest rates reached their all time high in 15 years: July 2023 Market Commentary

In this exceptional fixed income environment, investing a US$ nest egg in bonds from large investment grade banks can provide an income of 6% net that allows with certainty, to double the initial investment in less than 12 years, under the assumption that the central bank financial system will remain the safe harbor it is today.

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Global Growth More Resilient than Inflation: June 2023 Market Commentary

Inflation is moderating in Western economies. In the US, inflation declined to 4% in May, the lowest since March 2021 and less than half of June's 9.1% peak. Read more about the global macro context in our June 2023 Market Commentary

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How to Generate Sustainable Returns, Preserve Capital and Optmize your tax

Our clients often ask: "How can I generate sustainable returns while preserving capital?" & "How can we optimize our tax burden while in Hong Kong and as we plan our return home?“ In this exclusive seminar we will share industry best practice that answers these very important questions to optimize and secure your wealth now and for your future.  Seats are very limited, contact us now if you would like to attend.

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