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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.

International Portfolio Bonds For Offshore Investments

Filed in: Investment

18 March 2025

International portfolio bond platforms deliver a comprehensive solution for expatriate investors by consolidating global investments into one centralised hub, eliminating cross-border complexities while providing tax advantages through deferred growth, top-slicing relief, and policy segmentation.

These versatile international portfolio bond structures accommodate diverse investments from ETFs to specialised funds, while offering the flexibility to transition seamlessly from growth-focused strategies to income generation as investors progress through different life stages—all within a single tax-efficient wrapper that adapts to the mobile international lifestyle.

Mathematics Of Trend Following Investment

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.

Investments And Global Conflicts

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.

Can US equity valuations be justified?

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.

The Price Of Patience

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.

Learning From The MOVE Index

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.
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