Premortem for investment goals
You just failed spectacularly. What could have led to this failure?
Asking this question when writing your investment goals can help you avoid financial pain.
Our subject matter experts, too, mull over this question. Thinking about possible reasons for failure helps them plan better, and make money for clients. Which makes dwelling on the gloom and doom a profitable exercise.
In our issue this week, we offer some insights that can help you come up with your premortem questions.
We cover US Fed rate cuts, the political turmoil in Europe, and “millions” of reasons for a timely reinvestment of bond proceeds.
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Happy reading!
You’re in good hands.
Metrobank Wealth Insights Team
Fed Preview: Starting the year with a break?
It may be time to take a breather.
Financial market players pulled back expectations for a rate cut at next week’s US Federal Open Market Committee (FOMC) meeting, and instead priced a higher chance for a March reduction. Metrobank aligns with this view.
Read more: Fed Preview: Starting the year with a break
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Political turmoil in France, Germany saps investor sentiment
France and Germany are currently experiencing political turbulence that dampens investor sentiment.
The political instability in the Eurozone is expected to persist in the short to medium term. European stock markets are thus projected to underperform, dragged by the prevailing risk-off sentiment.
Ask Your Advisor: Should I take profit on long-dated government securities??
Over the last two years, we recommended that peso government securities (GS) investors buy 5- to 20-year bonds paying coupons of at least 5% per annum (p.a.) net in order to position for lower interest rates.?
Now that both the US Federal Reserve (Fed) and Bangko Sentral ng Pilipinas (BSP) have started cutting rates, investors who followed our advice should already start to see significant unrealized gains on their long-dated GS.??
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