lknecht

About lknecht

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So far lknecht has created 6 blog entries.

Low Interest Rate Environment

2020-01-26T10:21:53+00:00

Lower interest rates are increasing near-term returns. But this should not cloud our judgment that, to some extent, it is coming at the expense of future returns. In trying to address the issue of investing in a world of lower interest rates, we need to adapt our investing methods and approach – which we have [...]

Low Interest Rate Environment2020-01-26T10:21:53+00:00

Protecting Against Inflation

2020-01-26T10:21:53+00:00

The best way of protecting against inflation, we believe, is to invest in assets. Such a strategy particularly pertains to wealthy individuals, since rising asset prices may influence inflation perceptions more than the prices of other goods included in economists’ inflation baskets. Equities, which represent claims on the future income produced by the real assets [...]

Protecting Against Inflation2020-01-26T10:21:53+00:00

Alternative Investments

2020-01-26T10:21:53+00:00

Outside of credit, another potential area to consider for investors looking for investments with a reasonable return outlook and relatively low volatility is hedge funds. Often discredited for being illiquid, opaque, and expensive, hedge funds can serve as an effective portfolio diversifier for investors with limited cash flow requirements. And with markets normalizing, correlations falling, [...]

Alternative Investments2020-01-26T10:21:53+00:00

Jurisdicational Diversification

2020-01-26T10:21:53+00:00

To be active in foreign currencies and to even take speculative long or short positions in the USD is especially difficult for US persons with bank accounts in the USA. This is one of the reasons why Dara developed investment advisory solutions which involve bank accounts in Switzerland. Using the Swiss banking platform is convenient [...]

Jurisdicational Diversification2020-01-26T10:21:53+00:00

Zero Rate Environment

2020-01-26T10:21:53+00:00

20 years ago the yield on 10 year government bonds was close to 7% p.a. in the U.S., 6% in Germany and over 4% in Switzerland. Those who invested 10 years ago in a portfolio of Treasury bonds that expire this year were able to lock in annual yields of roughly 5% in the U.S., [...]

Zero Rate Environment2020-01-26T10:21:53+00:00
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