Newsletters2025-01-04T07:54:08-05:00

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The risk in owning Chinese equities

July 5, 2022 | At the end of last year, Chinese equities held an estimated market capitalization of $14.1 trillion USD, representing roughly 12.6% of the total global market cap, per S&P Global.

What’s the truth behind ‘ESG’ Investing?

July 4, 2022 | Over the past few years, talks of environmental, social, and governance (ESG) concerns have come to increasingly dominate the investing world, as society demands more corporate responsibility.

Is the 60/40 portfolio dead?

July 1, 2022 | The portfolio stays steady as short-term price movements in stocks and bonds offset each other, with the covariance meaning that bonds also generally tend to fluctuate far less relative to stocks, making your portfolio more stable.

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