The world’s a pretty strange place right now. The financial market: There are over USD12trl dollars’ worth of bonds that are negative yielding. A number which is likely going to increase over the next few years. Austria’s 100yr bond has a...
Read moreSocial Enterprise and the Circular Economy – perhaps the two most important areas to focus on in the next decade. The need for Social Enterprise: We live in a world where the gap between the haves and the have-nots has perhaps never been...
Read moreThis can be followed up by another truth – ‘The money alone won’t make you happy’. In this, the second of our Insights series on ‘Principles of success’, we reflect on the relevance of money. We all need it, we all want it, but should...
Read moreOur mandate here at MWCM is to source excellent investment opportunities across the public and private markets, as well as across the wide spectrum of specialist investment managers. We are thus constantly analysing companies, their senior...
Read moreMost markets and asset classes have struggled YTD, with most Bond and many Equity indices down for the year. The emerging markets have taken a hit this year with the EEM ETF down some 9% YTD, with Turkey and Argentina dragging the index down.The...
Read moreEverybody wants to increase their investment returns. We plan on spelling out a few easy steps, to do just that. This week we will focus on the basics, adding to the list of do’s and don’ts in subsequent ‘Insights’. Each set of...
Read moreI attended the Asian Private Banker – High Conviction: Investment Ideas & Themes 2018 – last night in Singapore. CIOs from six of the larger private Banks in Singapore presented and it was an excellent event to get a quick snapshot of their...
Read moreIt’s often difficult to have meaningful discussions with investors in the current financial market. Mention target returns of 8% with a Sharpe of over 2.5, reflective of low volatility returns and low drawdown risk, and you get a blank stare. To...
Read moreWe were recently approached by a prospective client who wanted to ‘trial’ our offering. Starting off with a small advisory account, with the intention that, if we prove our value add, it may become a larger discretionary account. Not only did he...
Read more‘He who fails to plan, is planning to fail’ – Churchill When I started writing this post a while back, I was initially focused on the importance of legacy planning for ensuring the safe transition of one’s assets. It started to dawn on me...
Read moreIn a post a few weeks back, I mentioned a friend whose bank recommended he lever up 100% to invest in a bond fund. Borrow at libor+80bps and get a yield of 5%, or a potential total return of 8%+. Sounds good, right? But this is just the start...
Read moreBitcoin is catching a lot of media attention, what with it recently reaching record highs of around USD2,900. There are both bulls and bears and its notable that even well-known entrepreneurs, like Mark Cuban, are commenting on it. He claims it...
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