Alexander Woodhead - GWM

15/09/2020

Over the past 30 years, a ‘60/40’ portfolio has delivered strong risk-adjusted returns. However, after interest rates were cut to almost 0% in response to COVID-19, UK Gilts yield 0.2% whilst US Treasuries yield a slightly less miserly 0.7%. If US yields were to fall to 0% investors may get a capital return of 7% or so but what then? During the COVID-19 sell-off, German and Japanese government bonds, which yield -0.5% and 0.1% respectively, were flat.

One of the most frequent questions multi-asset investors get asked is can bonds continue to offer the diversification benefits upon which traditional equity-bond portfolios are founded?

27/08/2020

Working in the Middle East can be lucrative, but how do you maximise the time you spend out here.

If you would like the money you work hard to earn, work harder for you get in contact.

A prominent factor in why people choose to move to the Middle East is the higher salaries and lower taxes. Research shows the typical non-resident international worker will spend ten years in their

26/08/2020

Having worked with Aussie Expats for many years now, I'm always blown away by how little individuals know about the advantages they have when returning to the land down under if the appropriate set themselves up prior to their return.

Make sure you know exactly how you can take advantage of your current situation and book an appointment with me to find out more.

Hosted by GWM Senior Financial Adviser, and Australian expat expert Roy Walker, the seminar explained how using their international status allows Australians...

26/08/2020

"When is best to invest?"

During these turbulent times I'm often asked this particular question by clients. Below is a brilliant explanation on the basics on this sensible and simple method of continuous investing.

If you want to learn more, book a free consultation with myself and see if this for of investing is suitable for you.

Whether you are putting money away for your child's university fees, a holiday home or your perfect retirement, a regular savings plan is a must for all expats with an eye on the future.

26/08/2020