Modern Portfolio Theory In Action
Modern Portfolio Theory makes a preposition that diff assets move in different (some say opposing) directions particularly when markets experience periods of high volatility.
However during extreme periods of vol we will often see all assets move down in unison -e.g post 2008 crisis. However, once markets get over the shock of the event, the dynamics of MPT can then reassert it’s self. It is for this reason that I have been recommending, to my clients, to allocate to Gold, within their portfolios. Recently we have seen: Euro Down,Markets down,Gold Up. Looks like our friend MPT may be back!
Continue reading
Why Staying Healthy Is One of the Smartest — and Most Overlooked — Investments You Can Make
When most people think of "investing in the future," their minds immediately turn to pensions, ISAs, property, or the stock market. Financial security, after all, is something we’re constantly [...]
Financial Planning For British Expats – Navigating Opportunities
The Importance of Financial Planning for British Expats Moving to another country can be an exciting adventure, but it also comes with unique financial challenges. British expats must [...]
Pension Access Options for Expats
What are the various options for accessing a pension pot? If the time has come for you to access your retirement savings, then the good news is that [...]
