Understanding your Fixed Interest Portfolio - Part 2

We regularly have client discussions about investing in bonds in a low-rate environment and what an eventual increase in rates could mean for a fixed interest portfolio. This two-part article helps to address these prudent questions by explaining how the bond market works, how returns are generated and the varied purposes of fixed interest in a diversified portfolio. (4 mins read)

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Understanding your Fixed Interest Portfolio - Part 1

We regularly have client discussions about investing in bonds in a low-rate environment and what an eventual increase in rates could mean for a fixed interest portfolio. This two-part article helps to address these prudent questions by explaining how the bond market works, how returns are generated and the varied purposes of fixed interest in a diversified portfolio. (7 mins read)

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Four Constant Things about Markets

Each year Credit Suisse publishes a Global Investment Returns Yearbook[i]. In a world that continues to focus on short-term noise, the 2021 Yearbook provides data to help remind us about the importance of a long-term mindset when it comes to financial markets and your own financial plan.

We have captured below some of the key messages in the 2021 Yearbook. (5 mins read)

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Crypto 3.0 – More Than Meets the Eye

At the time of writing, we find ourselves in the throes of another bull market for the crypto sector. The market capitalisation of Bitcoin has recently passed the USD 1 Trillion mark for the first time. The digital currency born just over a decade ago has created many zealous followers; and staunch critics and has left many investors just scratching their heads as to how this invented digital currency can experience such a meteoric rise. While it is easy to dismiss Bitcoin as the new tulip of 2021, there is more to the story than the spectre of bitcoin, tulip or not. (4 mins read)

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Does Gold belong in my portfolio?

When stockmarkets are volatile, gold prices often jump. Any investment which has recently risen in value will receive media attention, so people want to know if they should react. Stewart Partners’ approach to investing is founded on evidence, so we do not include any direct exposure to this commodity in client portfolios. Let us explain why. (5 mins read)

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