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News
News
The Big Bond Bounce-back
Most investors most likely wish to forget about the dismal results of bonds and stocks in 2022 and the first part of 2023. Many investors were seeing bonds declining in value for the first time, especially since equities were…
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The January Effect – A Seasonal Anomaly in Investing
In the world of investing, various calendar-based trends and anomalies have captured the attention of market participants. One such phenomenon is the January Effect, which suggests that stock prices tend to rise more in January than in any other month.
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Read more2024 – The Dual Lens of Time
When investing in company shares and owning bonds, investors expect a positive long-term return after inflation. Sadly, it is inevitable that market returns in the short run are not predictable. They are filled with noise as the market incorporates new…
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Investment Consequences of the unfolding tragedy in the Middle East
The tragic incidents and unfolding human tragedy in Israel and the Gaza Strip have impacted everyone, and many people have concerns about how this could turn into a wider dispute during a period of great uncertainty in the world. Rightfully, the…
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Read moreDo just a few stocks drive market returns?
It can be simple to forget that we view market fluctuations via an aggregated, market-capitalisation-weighted lens. In actuality, the fortunes of various stocks and sectors may vary greatly over the short and long durations. Look at the chart below to…
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Lessons from a Legend
The investment management world adores legends, none more so than the nonagenarian ‘Oracle of Omaha’ Warren Buffett, CEO of the US-listed firm Berkshire Hathaway. Buffett has developed a portfolio of directly holding companies in addition to a portfolio of listed…
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Read moreBitcoin and Bandwagons
Over the past few weeks and months, it may have appeared that making big money in markets is easy – just buy Tesla or Bitcoin and you are sure to double your money! These are certainly not recommendations; this is…
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Who Packed your Parachute
None of the Private Capital team has ever jumped out of a plane; Rick said when we asked him, “If the plane is going to land, I’ve always thought it was a bit silly”! If we were to jump, one…
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Read moreThe Needle in Goldman Sachs’ Haystack
At Private Capital the financial planning advice we offer expats in Hong Kong is not limited to advising them on which stocks they should own and which they should avoid. This is not without good reason. The random walk of…
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Star Manager’s going Supernova
Fund managers that reliably outperform are few and far between, difficult to identify in advance and ultimately destined to stop outperforming – sometimes in spectacular fashion. Regardless, active management is always keen to wax lyrical about any given star manager’s…
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Read moreWaiting for the Storm to Pass
Our other article on the guide to Spring Cleaning your finances, over the other articles we will be expanding on the recommendations, where appropriate. Our first tip was to “Do Nothing”. Expanding on this may at first…
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Note to Self: 10 things to remember as and when markets fall.
It is an inevitable part of investing that at some point markets will fall by an alarming – if not unexpected – degree. We haven’t seen large market falls for a decade. We should expect that we will. When, and…
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