Investment Committee – October 2021

The Investment Committee’s latest meeting discussed market activity for September, and conferred on the best route to navigate markets towards year-end. These are the main points that were brought up: […]

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Positioning for inflation ahead

KM Cube’s Investment Committee discusses strategies to position for an inflationary environment, using niche tools available in our product line. These summarized notes highlight our perspective for what is considered […]

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Rethinking The Role Of Bonds

Bonds might be heading for a period of under performance
Income from bonds appears to be dead. Rates are drifting lower for approximately 20yrs. We find that the fixed-income allocation of client portfolios has been targeting longer maturities in order to compensate for the loss of revenue.

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Investment Committee – September 2021

With stock markets at all-time-highs, and interest rates orbiting all-time-lows, we take again one step back to look at the wider picture –  and make sure we have a clear view of what’s driving prices.

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Please sign in or contact us here to request access to this content. The Team

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Please sign in or contact us here to request access to this content. The Team

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Please sign in or contact us here to request access to this content. The Team

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