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Tuesday, March 30, 2010
Protect Your Wealth: Look to Exotic Markets
As a follow-up to my last comment about diversifying risk, lowering volatility and taking some money off the table, a discussion ensued last week in a Protect Your Wealth segment on CNBC with Anna Edwards & Chloe Cho regarding the relative merits of emerging markets and their place in the portfolio of an investor trying to protect wealth.I make the point that, as much needed reform takes place in e.g. Indonesia, markets will reward the progress with increased confidence and hence investment. As an investor seeking a balanced, low volatility portfolio, it's wise to avoid large-scale bets on expectations of successful reforms in some Asian countries, though they can not be ignored. They are not, however, a source of 'cheap' excess returns.
Fixed income portfolios continue to do well at the upper end of the ratings spectrum and despite a risk of some life insurers reducing crediting rates in their general accounts, still represent an excellent opportunity to both diversify ones portfolio as well as secure assets for generational wealth transfer.
posted by Charles Monat Associates at 2:00 PM | 0 comments
Monday, March 15, 2010
A Heartfelt Thank You!
As Charles Monat Associates, Singapore celebrates its 5th anniversary on March 19, we would like to thank all our Clients and Partners for giving us the opportunity to be of service.
Your confidence in us and our ability to implement complex solutions and service in force business for the long term, has seen our team grow from 5 to 18 dedicated professionals in a few short years. The financial markets have had their ups and downs in this period but we never wavered in our dedication to offering the highest level of service and support to you - our Partners.
As I was taking a walk down memory lane, I came across the picture above from our first office in Singapore - in Centennial Tower - in May 2005. In it can be seen Pat, Sheralyn and Eileen going about the day's business or, as we often did then, trying to figure out the complexities of a phone switch!
I would also like to thank our colleagues in Charles Monat Associates, Hong Kong for their cheerful support - you're a pleasure to work with!
Last, but certainly not least, allow me to thank the families; the spouses and significant others who put up with the crazy travel and long hours put in by everyone here at the firm. Thank you for supporting us and making it all possible.
We will close the office at 4pm on Friday March 19th in order for everyone to be able to attend the firm's anniversary party. We hope this won't cause any inconvenience and look forward to be back in the office on Monday 22nd. posted by Charles Monat Associates at 4:22 PM | 0 comments
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