2014 - Lighthouse Capital

PLAN ON WHAT YOU HAVE – NOT WHAT YOU MAY INHERIT | Aaron Katsman Financial Blog

RECORD $15B ISRAELI HI-TECH EXITS IN 2014

December 13, 2014

PwC Israel: In 2014, many more mature Israeli high-tech companies preferred an IPO to being acquired.

RECENT ROUT MAKES HIGH YIELD BONDS INTRIGUING

November 4, 2014

Retirees searching for income are stuck. Yields on traditional fixed-income instruments are in the 1%-2% range. For those investors with a more balanced approach, that is, not looking to use high yielding stocks as a replacement for bonds, it may pay to look at high-yield bonds.

HAVING TROUBLE SLEEPING AT NIGHT? | Aaron Katsman Financial Blog

GLOBAL BONDS BEG THE CURRENCY QUESTION

October 28, 2014

With the US dollar poised to rise, there’s never been a better time to reposition into global bonds as your core mandate. But when you do, it’s critical to fully hedge that global portfolio against currency risk.

3 TIPS TO GET YOUR RETIREMENT PLAN ON TRACK | Aaron Katsman Financial Blog

AFTER THE BETA TRADE IN EMERGING MARKETS

October 22, 2014

It’s getting harder to generate equity returns in emerging markets (EMs). Simply chasing the index—the so-called beta trade—won’t do the job anymore. But with a more discriminating, active approach, we believe investors can still capture opportunities in the next phase of the EM growth evolution.