Insight Investment’s Post

Once again, high yield markets delivered positive returns through the rate-hiking cycle. Interestingly “fallen angels” (companies with former investment grade bond ratings that have since been downgraded to high yield), performed better than the broad high yield market despite higher average interest rate risk. Should investors looking for higher bond yields consider a dedicated fallen angels strategy? Read more here: https://bit.ly/3x7fGv0 Capital at risk. For professional investors only.

Once again, high yield markets delivered positive returns through the rate-hiking cycle. Interestingly “fallen angels” (companies with former investment grade bond ratings that have since been downgraded to high yield), performed better than the broad high yield market despite higher average interest rate risk. Should investors looking for higher bond yields consider a dedicated fallen angels strategy? Read more here: https://bit.ly/3x7fGv0 Capital at risk. For professional investors only.

Did you know that so-called “fallen angels” (companies with former investment grade bond ratings that have since been downgraded to high yield) have historically delivered higher returns than the broader high yield market, despite higher average credit ratings? Should more investors consider dedicated fallen angels strategies? Read more: https://bit.ly/3x7fGv0 Capital at risk. For professional investors only.

As the popularity of passive strategies continues to rise, investors must understand the dynamics at play and their effects on market dynamics. The article delves into the nuances of passive investing, highlighting its role in shaping market behavior and potentially impacting price discovery. This analysis prompts us to consider the broader ramifications of passive investing beyond market performance, such as its effects on corporate governance, capital allocation, and the overall functioning of financial markets. By engaging in thoughtful dialogue and staying attuned to market developments, we can gain a deeper understanding of passive investing's implications and adapt our investment approaches accordingly, ensuring long-term success in today's ever-changing investment landscape. #Investing #MarketTrends #PassiveInvesting

Once again, high yield markets delivered positive returns through the rate-hiking cycle. Interestingly “fallen angels” (companies with former investment grade bond ratings that have since been downgraded to high yield), performed better than the broad high yield market despite higher average interest rate risk. Should investors looking for higher bond yields consider a dedicated fallen angels strategy? Read more here: https://bit.ly/3X6gNFF

𝐀𝐫𝐞 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 𝐑𝐢𝐠𝐡𝐭 𝐟𝐨𝐫 𝐘𝐨𝐮? Alternative investments can be an excellent addition to a diversified portfolio for many investors. However, whether they are suitable for you depends on your specific financial situation, investment goals, and risk tolerance. Here are some factors to consider: 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞𝐬 𝐨𝐟 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬: 1. Diversification: They offer low correlation with traditional assets like stocks and bonds, which can reduce overall portfolio risk. 2.Potential for Higher Returns: Illiquid securities and less efficient markets can provide opportunities for higher returns. 3.Unique Opportunities: Access to investments in hedge funds, private equity, real estate, and commodities that are not typically available in the public markets. 𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬 𝐚𝐧𝐝 𝐂𝐨𝐧𝐬𝐢𝐝𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬: 1.Specialized Knowledge Required: Success often requires a deep understanding of specific markets and investment strategies. 2.Liquidity Issues: Many alternative investments are not easily sold, making them less liquid than traditional assets. 3.Longer Investment Horizons: They often require a longer time commitment, sometimes several years, to realize returns. 4.Larger Investment Commitments: Generally, they require significant capital, which may not be feasible for all investors. #AlternativeInvestments #InvestmentStrategy #Diversification #Finance #Investing #PortfolioManagement #HedgeFunds #LongTermInvesting 💬 Comment below 🔄 Share with your network 👍 Follow for more insights . . . . . . . IMPORTANT : It’s advisable to seek guidance from financial advisors to ensure these investments align with your goals and risk tolerance. NO financial advise is given here.

Get the latest from our Monthly Field Guide, including data and commentary covering various markets and headlines from across the globe, as well as insights from academic thought leaders. https://a.vant.is/3VksmaP #investing #investmentoutlook

Investing Myth: 'the more complex, the better' In a world where complex financial products and strategies are constantly pushed as the next best thing (even more so in financial centers like Hong Kong) It's easy to assume that complexity equals superiority. Yet, time and again, the actual evidence highlights the power of simplicity. Low-cost globally weighted equity funds outperform overly complex or concentrated strategies. 𝙁𝙤𝙧 𝙩𝙝𝙚 𝙫𝙖𝙨𝙩 𝙢𝙖𝙟𝙤𝙧𝙞𝙩𝙮 𝙤𝙛 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧𝙨. The real secret? Patience and discipline Keep it simple, stay consistent, and watch your investments grow. Complexity may sound impressive but simplicity offers a more reliable path for wealth building.

Many companies have halved in price over the past two years due to market uncertainty, notes PM Capital's Paul Moore. Capitalising on volatility through active investing is one of the keys to long-term wealth creation. More in our latest Market Insights video.

Portfolio models are changing after the mid-year point, and investors seem to be pricing in the possibility of a September rate cut. Listen to what Jack Janosiewicz and Brian Hess have to say about about market developments and more on The Tactical Take: