“Viewpoints” The Tiedemann Blog
Our world and industry move quickly. In this blog, we share brief observations and analyses of the latest developments and most important factors affecting you and your wealth.
At Tiedemann Advisors, we are reflecting on Pride a little differently this year. There won’t be actual parades and parties, but there will be time for self-reflection and acknowledgment that so much hate, bigotry and violence still exists in our country and around the world, and that Black and Transgender people and all marginalized groups still face systemic injustice and discrimination. We are acknowledging all that is missing within our organization and industry, as well as our society. As a gay man, I may not have had insurmountable struggles in my professional life, but I do know what it is like to not bring my whole self to work and what it feels like to be explicitly and implicitly counseled to do so in order to succeed.
The sharp drop in global equity markets has investors on edge and wondering if they should move to cash in case markets drop further. History has shown that this is a poor strategy for a long-term investor – it’s far better to stick with a well-diversified portfolio than to try to time the exit and entry points into gyrating markets. What works is to maintain an investment discipline over time, an approach that works even if you begin investing at the worst time possible, at market top. Read why.
The trade dispute between the US and China is one of multiple conflicts around the globe with the potential to upset an already weak global economy. Brexit, escalating tensions between Saudi Arabia and Iran, Turkey’s military campaign in Syria, and protests in Hong Kong all represent destabilizing forces that could affect some of the world’s largest economies.
Gold is an attractive part of an investment portfolio due to its low correlation to financial assets. An allocation to gold has historically improved returns and dampened volatility within a diversified portfolio, particularly for portfolios on the lower end of the risk spectrum. Read our blog post to learn more.
A common debate in impact investing circles is over the best way to quantify, and/or qualify, the non-financial impact of an investment. Indeed, there are now a myriad of approaches and metrics, each with its strengths and weaknesses.