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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
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