While in Taiwan this week, meeting with executives of the technology/smartphone value chain, my hotel room shook with earthquake tremors. It struck me that nature has a unique way of sending us mortality messages every so often.
Downside protection tools can assist in mitigating certain portfolio risks. But before even considering the appropriate tool it is important to understand what risk is and how exactly risk mitigation and hedging differ.
Aconex has experienced a rollercoaster ride on the ASX; from depression to excitement to depression and back again. But at the end of the day the stock has gone from an IPO price of $1.90 to a takeover bid of $7.80 in just over three years - a return of 410%.
2017 was a good year for equity investors. It is hard to overstate the importance of diversification in an investment portfolio. We take a closer look at the themes, asset classes and regions and how they may impact investors in 2018.
Can Asia’s economic tiger save the cycle, or will its soaring debt bring the world’s economy down? Keen to avoid a financial meltdown, China’s authorities have brought an end to credit growth, reducing the risk of a crisis but creating a drag on global growth. And if there were another global crisis, China would not intervene again to cushion the blow.
A key decision for investors in 2018 is whether to de-risk or not. Should you de-risk your portfolio early and face missing out on potential returns, or should you stay invested and face a possible market downturn? Whatever you do, resolve to clearly make that decision.