Category Archives: Uncategorized

Economic and political backdrop Last week got off to a poor start as a US$2 trillion stimulus bill failed to clear a procedural hurdle in the Senate for the second time in two days, with Democrats objecting to a lack of transparency in how a US$500 billion loan programme would be used and overseen. MarketsContinue reading “The week in review-US financial markets”

As the coronavirus crisis rattles the global economy, many investors are fleeing for the exits. But not us, and not you. We’ve built EXM for precisely these sorts of environments. 9 out of 10 EXM  clients have been buying as EXM has outperformed the market average YTD across all risk profiles. Below are a few takeawaysContinue reading “How we’re outperforming for you”

Marek Bielec , Portfolio Manager  Why investors should take a closer look at the green bond market. Key Insights Growth of the green bond market expected to continue in 2020, led by sovereigns. Germany’s willingness to issue green bonds is likely to act as a reference point for other issuers. There is an opportunity toContinue reading “The Rise of Green Bond”

From a comprehensive analysis, we see a local upward movement relative to the specified framework. And now about the details. The market dynamics are still high, and the price concentration is maintained within the previously established limits. Special attention was paid to the following levels: 1.0650 – the base, where the minimum value is 1.0636;Continue reading “Trading recommendations for EURUSD pair on March 24”

To Our Valued Clients: For more than 9 Years , EXM has lived by a core value—to always be a first- rate trustee leader in delivering innovative financial services in anticipation of the needs of our clients. This lasting value guides us during this challenging time. As the coronavirus (COVID-19) and the related market volatilityContinue reading “A message from our Chairman Peter Buhler”

Economic and political backdrop Coronavirus Coronavirus fear (hysteria) has a substantial impact on our lives and financial markets. Our summary below is as of the end of Friday, 6 March. Over the weekend and this morning (Monday), markets have materially moved. The price of a barrel of Brent oil plunged to below US$34 and 10-yearContinue reading “The week in Review”

Key takeaways A volatile stock market and changing demographics are increasing investors’ interest in bonds. High-quality bonds can provide income, help preserve wealth, and diversify portfolios. Adding a core bond allocation can be a good first step in diversifying your portfolio with bonds. Investors can get exposure to core bonds in several ways: mutual funds,Continue reading “Why own high-quality bonds? They often rise when stocks fall—A reminder that bonds can be a rock in your portfolio.”

We are activating your personalized hedge (“short”) to its maximum level. The goal is that part of your portfolio earns profits when the market declines so you capture alpha. This is based on our internal indicators of current market conditions.This volatility presents a ripe opportunity for alpha.  Reminder: the hedge is designed precisely for environments like thisContinue reading “We’re activating your maximum Hedge”

The Global Market Snapshot provides a quick tour around the world, highlighting key economic and market-moving news, featuring actionable insights for all investors Key Market/Economic Observations United States Geopolitical Risks Test Markets’ Resiliency as Earnings Come into Focus US equities began the New Year carrying over the momentum from 2019, with optimism from the UnitedContinue reading “Global Market Snapshot-February2020”

Traditional and Roth IRAs offer different benefits – but both can make sense Key takeaways Taxes are a key consideration in deciding between a Roth IRA and a traditional IRA. Flexibility may be a consideration as well: A Roth IRA allows you to withdraw your contributions anytime, with no taxes or penalties due. It mayContinue reading “Traditional or Roth IRA, or both?”