A diversified portfolio can still depend on one legal and custody infrastructure. Here is how Swiss investors can think about that hidden concentration without building an unnecessarily complicated offshore structure. Modern investors have become very good at diversifying what they see. A single global ETF can provide exposure to thousands of companies across dozens of […]
Tag: Personal finance
Staying the Course Amidst Noise The financial world is entering yet another phase of turbulence. The headlines of this quarter revolve around three major forces: uncertainty around the US dollar, the escalation of new global conflicts, and the relentless march of artificial intelligence. Each has the potential to unsettle markets, but none should deter investors […]
Contrarian investing, valuation
For our last yearly review, we look at insightful perspectives from three reference investors: a provocative contrarian, a global macro and a value investor: Searching for Value Amidst High Asset Prices The provocative contrarian Marc Faber, in his Gloom Boom Doom report, raises critical questions about the sustainability of current asset valuations. He highlights a growing dichotomy […]
