Archive for category: Investment News Feed

You are here: Home / Blog / Investment News Feed

3 STEPS FOR FINANCIAL SUCCESS

As many of you know, in addition to advising clients with their…
Beginnings, Endings and Your Portfolio | Aaron Katsman Financial Blog

BEGINNINGS, ENDINGS AND YOUR PORTFOLIO

  “Life is not so much about beginnings and endings as…

ARE BONDS REALLY LESS RISKY THAN EQUITIES?

It’s practically an investing axiom that government bonds are much less volatile than equities. But that depends on how you look at it.

INTEL TO INVEST ADDITIONAL $550 MILLION IN ISRAEL BY 2020

A reciprocal purchasing agreement worth $550 million was recently signed between the Industrial Cooperation Authority at the Israeli Ministry of Economy and the Intel Corporation, bringing the scope of the chip manufacturer’s investments in Israel to over $6 billion since 2006.

ISRAELI STARTUPS SET RECORD FOR EXITS IN 2014

End-of-year reports show 52 Israeli companies were acquired for some $15 billion, nearly double 2013′s exits worth $7.6 billion.
PLAN ON WHAT YOU HAVE – NOT WHAT YOU MAY INHERIT | Aaron Katsman Financial Blog

RECORD $15B ISRAELI HI-TECH EXITS IN 2014

PwC Israel: In 2014, many more mature Israeli high-tech companies preferred an IPO to being acquired.

RECENT ROUT MAKES HIGH YIELD BONDS INTRIGUING

Retirees searching for income are stuck. Yields on traditional fixed-income instruments are in the 1%-2% range. For those investors with a more balanced approach, that is, not looking to use high yielding stocks as a replacement for bonds, it may pay to look at high-yield bonds.
HAVING TROUBLE SLEEPING AT NIGHT? | Aaron Katsman Financial Blog

GLOBAL BONDS BEG THE CURRENCY QUESTION

With the US dollar poised to rise, there’s never been a better time to reposition into global bonds as your core mandate. But when you do, it’s critical to fully hedge that global portfolio against currency risk.
3 TIPS TO GET YOUR RETIREMENT PLAN ON TRACK | Aaron Katsman Financial Blog

AFTER THE BETA TRADE IN EMERGING MARKETS

It’s getting harder to generate equity returns in emerging markets (EMs). Simply chasing the index—the so-called beta trade—won’t do the job anymore. But with a more discriminating, active approach, we believe investors can still capture opportunities in the next phase of the EM growth evolution.

THE CORE OF THE MODERN BOND STRATEGY: GO GLOBAL

“Keep Calm and Carry On” reads a popular World War II–era British motivational poster. We think the first half of the slogan is good advice for bond investors in today’s uncertain markets, but we’d substitute the second with “Go Global.”