Investing in Commodities
What are Commodities? Commodities are classified as alternative investments because they are fundamentally distinct from stocks, bonds and cash. Each commodity generally has its own price driver. Investors can buy the physical commodity or invest in securities, which we will discuss below. Common investable commodities include oil, natural gas, gold, silver and other metals, agriculture […]
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Renewable Energy Investment Opportunities in Global Equities
Introduction On 12/12, 196 countries at the UN Climate Change Conference (COP21) in Paris, France entered a legally binding international treaty on climate change. The treaty is a landmark agreement that binds all nations together to combat climate change. To achieve the target of limiting global warming to 1.5°C per year, the Agreement sets ambitious […]
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Fixed Income Investing Basics
Fixed Income securities are debt instruments that pay a fixed amount of interest, called a coupon payment, to investors.Fixed Income securities provide an investor with stable and predictable cash flow. Bonds lower portfolio risk through diversification.
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Capitalizing on Opportunities Amid Market Divergence
Introduction The primary thesis behind active investment management is that the manager can identify market divergence and opportunistically allocate capital between asset classes to earn higher returns and mitigate risk. For a manager of both Global Equities and Global Fixed Income products, market divergence among countries, sectors and asset classes provides compelling opportunities for investors. […]
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How Demographic Shifts are Shaping Global Investment Opportunities
Introduction The world’s major economies are currently experiencing the most rapid demographic shift since World War II. This demographic shift has the potential to reshape the macro and investment landscape for decades to come. Since the nineteenth century, the demographic trends in major economies have witnessed lower mortality and fertility rates. These trends pose challenges […]
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Tax-Efficient Investment Strategies to Maximize Returns
Introduction and Benefits Tax-efficient investing structures your portfolio to maximize current tax law benefits, reducing taxes, and increasing your net worth. Over time, as individuals invest the tax savings and earn additional returns, there is a compounding effect. Hemispheres Investment Management crafts individual investment strategies to meet client goals and utilizes tax mitigation in its […]
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Capital Preservation Strategies – Safeguarding Your Investments
Introduction The goal of a capital preservation investment strategy is to, at a minimum, maintain the original capital in your investment account without suffering permanent loss. Investors can manage portfolios in many ways to balance factors such as their time horizon (the time until they need cash distributions and risk tolerance. Domestic and Global Equities […]
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Dividends: Their Value in a Stock Portfolio
Introduction Following a year of remarkable performance in global equity markets, the significance of geographic diversity and a heightened focus on dividend-paying stocks is becoming increasingly apparent. While the “Magnificent 7” dominated U.S. index returns in 2023, recent volatility and divergent performance in these names serve as a cautionary signal for U.S. markets. Why Invest […]
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Retirement Planning with Global Equities
Introduction to Retirement Planning Without the defined pension plans that were available in the past, it is more important than ever for Americans to make plans for generating and managing adequate income during retirement so that they do not outlive their savings. For most people, Social Security provides less than needed income, necessitating private savings […]
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Understanding Asset Allocation
Introduction to Asset Allocation The oft cited landmark study “Determinants of Portfolio Performance,” written by Gary Brinson, Brian Singer, and Gilbert Beebower, demonstrated that the asset allocation decision is the most critical element leading to investor success. The article demonstrated that the investor’s selected asset allocation can account for approximately 91.5% of a portfolio’s rate […]
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Blockchain Technology: Understanding the Basics
December 6, 2024