exmcapitals

Rising Tension Between U.S. and China Elevates Trading Issues July 30 2020 U.S. measures could increase oversight of Chinese companies Key Insights “Tough on China” policies could limit trading of Chinese securities on U.S. exchanges. Pressure mounts to subject Chinese companies to the same accounting scrutiny faced by other public companies traded in the U.S. FederalContinue reading

Economic and political backdrop Wall Street began last week on a negative note, with worries about the resurgence of the coronavirus across much of the US seemingly weighing on sentiment. Renewed shutdowns in California appeared to be a particular focus of worry, with indoor dining at restaurants prohibited and the Los Angeles and San DiegoContinue reading

Economic and political backdrop US stocks jumped at the start of trading last Monday, with many attributing the strength to a front-page editorial in the China Securities Journal, stating that “fostering a healthy bull market after the pandemic is now more important to the economy than ever”. Growing hopes for a COVID-19 vaccine being releasedContinue reading

You deserve the best for retirement How have your retirement savings been faring through COVID-19? Since our retirement accounts Inception Date on 2/20/2018, EXM accounts with an Aggressive risk profile have gained +45% after fees. That’s +45% more net profit than Betterment, +30% more than Wealthfront, and +18% more than the S&P 500. For a $100K account, you wouldContinue reading

In the Spirit of 4th of July, we wish all our American Clients and associates a HAPPY INDEPENDECE. “Independence Day: Freedom has its life in the hearts, the actions, the spirit of men and so it must be earned and refreshed-else like a flower cut from its life giving roots, it will wither and die.”-Continue reading

Managing to the Other Side

Asher Schur, Head of Asset Management, Alfons Darnst Senior Financial Advisor Four themes driving our Midyear Market Outlook. Key Insights The sustainability of rallies in equity and credit markets will depend on the trajectory of the coronavirus and the strength of the economic recovery. The pandemic appears to have accelerated the growth and market powerContinue reading “Managing to the Other Side”

Company diversity and social justice know that diverse teams have potential to outperform and that these benefits accelerate as diversity develops into equity, inclusion, and belonging. For many U.S. companies, diversity information disclosure is currently limited in both breadth and depth. As fundamental researchers and active managers, we contribute to progress by seeking greater transparencyContinue reading

Why ECF ? Since inception in 2016, our ECF seeks to preserve Capital while also achieving capital appreciation for institutional and individual investors The Objective of the fund is pursued, at varying levels of targeted capital appreciation and preservation, depending on class and strategy, through the implementation of multiple investment strategies. These strategies relate toContinue reading