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Keeping you informed

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.

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.

When Boring Gets Interesting

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.

Chinese Economic Stimulus

08 October 2024

In a dramatic turn of events that caught global markets by surprise, Chinese equities have staged their most powerful rally since the 2008 financial crisis. This surge, triggered by Beijing's bold monetary stimulus package, has reignited investor interest in the world's second-largest economy.

Why IT companies increasingly choose not to list publicly

01 October 2024

The number of companies going public has declined, especially in tech, due to challenges like onerous reporting requirements, intellectual property exposure risks, and short-term market pressures. Simultaneously, the rise of private equity offers an attractive funding alternative, allowing companies to focus on long-term growth without public market scrutiny.

This shift is reshaping the investment landscape, prompting both public and private markets to reconsider how they support IT company innovation and growth.

Potential Impact Of The US Rate Change

24 September 2024

The Fed's Rate Cut: New Horizons for Investors - the Federal Reserve's recent rate cut signals a shift in the investment landscape.

As history rhymes with the present, we explore how this change impacts various sectors, from tech giants to traditional markets. Discover the potential opportunities emerging in this evolving economic environment.

Defining Investment Value

17 September 2024

What exactly is investment value? A Google search suggests a common theme - buying stocks that are trading below their true worth or appear underpriced on some form of fundamental basis, but is this definitive?

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