Our site search facility enables you to look for content both within our main site and also our blog pages.
The first time a search is performed all pages are scraped for content which may take a few seconds to complete depending on your internet connectivity speed.
If you wish to search for a specific term or phrase please enable the 'ab' button within the search dialogue box
The articles section on CSM Expat Financial Planning's website offers comprehensive coverage on topics pertinent to expatriates and their financial planning needs.
The blog features detailed insights on personal financial protection, including life assurance, critical illness, and medical insurance. Investment-related content addresses global economic issues, investment trends, ESG factors, and the state of financial markets. The primary aim of these articles is to keep expatriates informed, enabling them to make well-informed financial planning decisions.
Filed in: Investment |Economy
04 March 2025
Trend following investment strategies have emerged as a powerful alternative to traditional portfolio construction, offering systematic approaches to capturing market momentum across various asset classes.
By applying mathematical models rather than emotional judgments, investors can potentially achieve superior risk-adjusted returns while maintaining strict discipline through both bull and bear market cycles.
Filed in: Investment |Economy
25 February 2025
Global conflicts and geopolitical tensions are reshaping the investment landscape in 2025, creating both significant risks and strategic opportunities for investors.
This article examines how ongoing instability in Europe and the Middle East impacts financial markets and offers practical guidance to build resilient portfolios in an increasingly uncertain world.
Filed in: Economy |Investment
17 December 2024
The above chart provides a comprehensive snapshot of US stock market valuations, examining how current stock prices relate to company earnings across different market sectors.
At first glance, stocks appear expensive, trading at 19.1x earnings (meaning investors are paying $19.10 for every $1 of company earnings).
However, this number tells a more nuanced story than simply being an indicator of overvaluation.
Filed in: Investment |Economy
21 November 2024
The chart highlights a fundamental principle of long-term investing: valuation matters.
Over short periods, market returns are influenced by a multitude of factors, including economic cycles, interest rates, and investor sentiment. As a result, the starting P/E ratio has minimal impact on one-year returns, making short-term performance difficult to predict and often unrelated to valuation.
Filed in: Momentum |Investment |Pensions |Savings |Economy
29 October 2024
The MOVE index measures the implied volatility in the US Treasury market, capturing market expectations of future price movements in US Treasuries based on the pricing of one-month Treasury options - learn why this is important.
Filed in: Momentum |Investment |Pensions |Savings |Economy
15 October 2024
This article discusses the performance of defensive stocks compared to the global equity index since late 2021. Despite initial outperformance during market downturns, defensive stocks have underperformed by about 8% overall. This underperformance is attributed to rising interest rates and the dominance of AI-related stocks.
However, changing market conditions may favour defensive stocks in the future.