Gold, Inflation, Rates 黃金，通脹，利率 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本   With stocks at multi-year highs and bonds with low yields in what looks to be a rising interest rate environment, increasing att […]

How much should we worry about Stagflation? 關於滯漲我們要擔憂多少？ by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本   Heading into 2017, there are a couple of major uncertainties confronting investors. After years of slug […]

Trump’s effect on the economy 川普對於經濟的影響 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本   On November 8th, Donald Trump won a upset victory in the US Presidential election. Many investors are now trying to figu […]

More on the Upcoming US Election 再來談一談即將到來的美國大選   by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本   The upcoming US election is perceived as biggest source of potential market volatility in the near term. […]

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 […]