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Weekly updates in three charts

private credit interest rate

Will Private Credit Perform in a Lower Rate Environment? 

Most private debts are structured as floating-rate debt—that is, the interest rate changes periodically based on the prevailing environment. If interest rates rise, the income from floating-rate debt increases, and vice versa. So the natural question is: can private credit still deliver strong returns if interest rates fall again?

Why Rebalancing is the Quiet Superpower of Long-Term Investors

Investing isn’t just about picking the right assets—it’s about keeping them in the right balance over time. That’s where rebalancing comes in. Without it, your portfolio can drift away from your intended risk and return profile, potentially exposing you to more risk than you signed up for. Why Does Your...

2024: Core Portfolios All Outperform Benchmarks and Peers following Strategic Enhancements

As we step into 2025, I’d like to wish you and your loved ones a very Happy New Year. I hope you had a wonderful holiday season filled with joy and relaxation. I personally enjoyed a restful week in Phuket with my family – the perfect way to recharge...
Hong Kong city

5 Hong Kong Tech Stocks to Watch in 2024

The Hang Seng Index (HSI) which tracks the performance of the largest companies listed on the Hong Kong Stock Exchange (HKSE) rose to its highest level in March 2024.  In this article, we look at 5 of the best Hong Kong-listed tech stocks you can consider investing in. Table of contens Tencent...

FOMC Update: What Do “Higher For Longer” Interest Rates Mean for Your Money?

Highlights:  In the May FOMC meeting, the US Federal Reserve (the Fed) sent mixed signals. It held its benchmark interest rate steady at a 23-year high of 5.25% to 5.5%, marking the sixth consecutive meeting where rates remained unchanged.Acknowledging the stubborn inflation, the Fed hinted that borrowing costs could remain...

Weekly KickStart | 2 March 2024

In a week marked by significant market movements, Bitcoin emerged as the standout performer, surpassing key milestones and fueling renewed investor interest in the digital asset space. On Top of Our Mind This Week: Bitcoin Surges to New Heights Amid ETF Frenzy  Source: Bloomberg Event Details: Bitcoin, the leading cryptocurrency, experienced a surge...

Weekly KickStart | 24 February 2024

This week, the tech landscape witnessed a monumental event as NVIDIA delivered an extraordinary earnings report that surpassed all expectations, igniting a surge in investor enthusiasm. On Top of Our Mind This Week: NVIDIA’s Record-breaking Earnings Surge  Source: Wall Street Journal Event Details: NVIDIA's earnings per share (EPS) soared to an astonishing $5.16...

Weekly KickStart | 17 February 2024

In a groundbreaking development for the tech industry, Nvidia, the leading AI chipmaker, has emerged as a formidable force, overtaking Alphabet, Google's parent company, in market capitalization. This shift underscores Nvidia's unparalleled growth trajectory fueled by its dominance in the AI space. Let's delve into the key insights from...

Weekly KickStart | 3 February 2024

This week, the tech landscape witnessed a significant milestone as two of the industry's giants, Microsoft and Alphabet, showcased their growing financial dependence on artificial intelligence (AI). The earnings releases from both companies illuminated the pivotal role that AI is playing in driving their growth trajectories. Let's delve into...

Weekly KickStart | 27 January 2024

This week marks a pivotal moment in the electric vehicle (EV) industry, but not one that Elon Musk's Tesla expected. Tesla, once the undisputed leader in the EV market, is grappling with significant challenges that have resulted in its worst start to a year. The company's struggles come as...