RECORD $15B ISRAELI HI-TECH EXITS IN 2014
PwC Israel: In 2014, many more mature Israeli high-tech companies preferred an IPO to being acquired.
Author Archive for: Aaron
Entries by Aaron Katsman
RECENT ROUT MAKES HIGH YIELD BONDS INTRIGUING
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.
GLOBAL BONDS BEG THE CURRENCY QUESTION
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.
AFTER THE BETA TRADE IN EMERGING MARKETS
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.
THE CORE OF THE MODERN BOND STRATEGY: GO GLOBAL
“Keep Calm and Carry On” reads a popular World War II–era British motivational poster. We think the first half of the slogan is good advice for bond investors in today’s uncertain markets, but we’d substitute the second with “Go Global.”
WHAT TO DO WITH STOCK CERTIFICATES?
Over the last two weeks four clients have contacted me saying they have found old stock certificates. One was a neighbor who had been sorting through some papers after his mother’s death. After rummaging through countless boxes and drawers, he discovered that his mother had kept a safe-deposit box after her husband passed away. When […]
YOUR INVESTMENTS: LIVING LONGER
Due to advances in medical care and a focus on living a healthier lifestyle, exercising and eating properly, we are all living longer. In fact, since the 1950s, the average lifespan has increased by over 10 years. However, this increase in the length of our lives raises the question of how to finance those added […]
WHAT IS YOUR RISK PROFILE?
Financial advisers spend a lot of time trying to understand a client’s risk profile. They often employ questionnaires that ask a myriad of questions to try and pinpoint the time period of an investment, investment knowledge and how one would react in various market scenarios. The problem with these questionnaires is that they only paint […]
FINANCIAL ALIYAH: NEW OLIM, MONEY TIPS FROM AN EXPERIENCED OLEH
“I see Israel as one of the great outposts of democracy in the world and a marvelous example of what can be done, how desert land can be transformed into an oasis of brotherhood and democracy.” – Martin Luther King, Jr. Next week I celebrate the 22nd anniversary of my arrival in Israel, which means […]
WORLD IS A MESS: HOW SHOULD YOU INVEST?
“There are an awful lot of things going on that need understanding and explanation. To put it mildly: The world is a mess.” – Former US Secretary of State Madeleine Albright I can’t begin to tell you how many of my clients believe that we are approaching the end of the world. Well maybe not […]
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The Bank of New York Mellon Corporation.
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800 Brickell Ave., Suite 903, Miami, FL 33131 (305)-372-0299
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