How Scenario Analysis Can Help Save Your Portfolio 情景分析模型如何為你的投資組合保駕護航   by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本   As 2016 is winding down, we are reminded of past events with current or upcoming a […]

The Upcoming US Election and the Market 即將到來的美國大選和市場 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本   Last month we wrote about the difficulties of trying to invest based on predicting the outcomes of major ev […]

Four lessons to be learned from Brexit 英國脫歐後學到的四點 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本     When British voters voted to leave the European Union in the referendum on June 23rd, the reaction of f […]

Jobs and Interest Rates 就業率與基準利率   by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本   On June 15th, the US Federal Reserve Open Market Committee met and decided to leave their benchmark rate unchanged at 0. […]

What can we learn from the big endowment funds? 我們可以從大學捐贈基金學到什麼呢？ by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本   The large university endowment funds are considered some of the most sophisticated and success […]

When should investors worry about growth? 投資者應何時擔心增長率？ by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 In last month’s ‘Expert’s View’, “How much should investors worry about growth?&#8 […]

How much should investors worry about growth? 對於經濟增長率，投資者應擔心多少？ by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本   On March 10th, the IMF revised down their growth estimates for the global economy from 3.6% to 3 […]

What now for the Fed? 美國聯準會的下一步？ by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 On December 16, 2015 the US Federal Reserve raised their target rate from 0 to 1/4% to 1/4% to 1/2% due to what they believed was an i […]

Have we seen this before? 我們遇過這樣的市場嗎？ by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本   It has been a rough start to the New Year in the financial markets with plenty of things to worry about around the world: […]

更新日期：2015-12-14 Three Priorities of Investing 投資請先考慮這三點 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 Approaching the end of 2015 major investment markets around the world have had mixed results for the year, and […]

The personal aspect of investment risk management 個人的投資風險管理 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 On June 12th of 2015, the Shanghai Composite Index in China reached a peak level of 5178. Prior to this, ne […]

Learning to accept and embrace market volatility 學習接受並掌握市場波動 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 The average investor in stock markets around the world has had a rough 2015 so far. The MSCI World Index o […]