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Associated Press
a day ago
- Business
- Associated Press
Kingston Global Tokyo Japan Publishes 2025 Guide to Asset Allocation ETFs to Aid Investor Decision-Making
Kingston Global Tokyo Japan has released its 2025 Guide to Asset Allocation ETFs: Volume 6, offering insights on global markets, ETF selection, and model portfolios to help investors optimize returns, manage risk, and build diversified, cost-effective portfolios. Tokyo, Japan, June 8, 2025 -- Kingston Global Tokyo Japan is pleased to announce the release of its ' 2025 Guide to Asset Allocation ETFs: Volume 6,' a comprehensive resource designed to help individual and institutional investors navigate the complexities of global markets and construct resilient portfolios. The guide analyzes recent shifts in asset allocation, offers insight into emerging trends, and highlights key exchange-traded funds (ETFs) suited to various risk profiles. According to the company, in an environment marked by fluctuating interest rates, geopolitical tensions, and evolving monetary policies, investors require up-to-date, data-driven analysis to allocate capital effectively. Kingston Global's new guide examines how balanced portfolios combining equities, fixed income, and alternative strategies can optimize returns while mitigating volatility. Drawing on proprietary research and third-party data, the publication provides sector breakdowns, regional weightings, and model allocations aimed at individuals seeking long-term growth, retirees prioritizing income, and institutions managing multi-asset mandates. 'The past year has underscored the importance of diversification and dynamic portfolio management,' says Michael Sherwood, spokesperson for Kingston Global Tokyo Japan. 'Our 2025 Guide to Asset Allocation ETFs offers readers a clear framework for understanding which ETFs can serve as building blocks for their objectives—whether they prioritize capital preservation, income generation, or aggressive growth. We designed this guide to empower investors, both novice and experienced, to make well-informed decisions in an increasingly complex market landscape.' A few of the key highlights from the guide include: The 2025 Guide to Asset Allocation ETFs is freely available on the Kingston Global blog at Readers can download the guide or access it online to review detailed charts, tables, and expert commentary. For more information, please visit About Kingston Global Tokyo Japan Kingston Global Tokyo Japan is a Tokyo-based financial consultancy dedicated to providing comprehensive investment and planning services to individuals, families, businesses, and institutions. Leveraging expertise in Education Planning, Estate Management, Finance Planning, Organizational Solutions, Overseas Investments, and Retirement Planning, the firm delivers customized strategies designed to maximize returns while managing risk. With a commitment to professional excellence and a client-first approach, Kingston Global Tokyo Japan helps clients achieve their financial objectives through informed decision-making and proactive support. Contact Info: Name: Michael Sherwood Email: Send Email Organization: Kingston Global Tokyo Japan Phone: +813 6863 5291 Website: Release ID: 89161884 Should you come across any errors, concerns, or inconsistencies within this press release's content, we urge you to reach out without delay by contacting [email protected] (it is important to note that this email is the authorized channel for such matters, sending multiple emails to multiple addresses does not necessarily help expedite your request). Our committed team will promptly address your feedback within 8 hours and take appropriate measures to resolve any identified issues or guide you through the removal process. Providing accurate and dependable information remains our utmost priority.
Telegraph
4 days ago
- Business
- Telegraph
It will take more than Donald Trump to kill off US exceptionalism
Are we witnessing the end of American exceptionalism? Last week I asked whether the 60/40 portfolio had enjoyed its best days and suggested that investment success would now demand broader diversification than this simple equity/bond split. A related question facing asset allocators today is whether a bias towards US shares within the equity portion of such a balanced portfolio has also run out of road. The list of reasons to reduce your exposure to the world's biggest stock market is getting longer. The latest addition was well hidden in the 1,116 pages of Donald Trump's 'one big, beautiful' budget bill. Clause 899 enables the US treasury secretary to levy a surcharge on US investments held in countries that are considered to have imposed 'unfair' taxes on US companies. It is this clause that could turn a war on trade into one focused on capital. It's not hard to see why it should have been drafted. It is a lot easier to tax capital than trade in goods. Doing so is less susceptible to legal challenge once approved by Congress. America alone gets to decide, every three months, which countries are captured by its definition of 'discriminatory' taxes. And we're talking big numbers. Thirty years of US market outperformance, and a strong dollar, have resulted in overseas investors holding $26 trillion (£19 trillion) more in America than US investors hold overseas. That's a big pool of assets to tax. There are good reasons that the US would want to levy this kind of tax, especially if it is confident that the appetite of overseas investors for US assets will hold up. In addition to the cash that might be raised by a levy of up to 20pc, reducing global demand for American assets would, all other things being equal, reduce the value of the dollar – another aim of the administration. One downside is that the 'exorbitant privilege' given to America by the dollar's reserve status would diminish. When you owe $35 trillion, having to pay a few basis points more to finance your debts is not a trivial consideration. The other obvious negative is that it would reduce the value of US assets as investors stop seeing America as a safe haven and refocus their portfolios towards friendlier jurisdictions. Clause 899 builds on two other reasons to consider reducing our exposure to the US. The first is the $3 trillion or so that the rest of the bill is expected to add to America's national debt over the next 10 years. The price of funding those borrowings (adding to interest payments that already exceed the cost of the US military) is one of the reasons that investors are demanding ever more compensation for holding US government bonds out into a potentially inflationary future. When bond yields rise above 5pc, it is not just bad news for holders of those bonds but also for investors in shares, which offer an increasingly uncompetitive income. This leads to a third reason to be cautious on the relative outlook for US investments – valuation. History suggests that when bond yields rise above 5pc, investors baulk at paying more than 20 times expected earnings for shares. Why would they, when they can earn a relatively risk-free income without the ups and downs of the stock market? Were the price-earnings ratio to fall back to the 17 or 18 times multiple at which shares become more obviously attractive, that would imply a 15-20pc correction, back from the top to the bottom of the Trump 2.0 trading range for the S&P 500. This is the easy-to-digest narrative that investors are accepting at the moment. It is why the euphoric post-election flows into US equities abruptly stopped at the time of Trump's April 2 tariff announcements and why Germany, for example, has reversed in a couple of months all its cumulative outflows since 2023. Investors prefer a simple story – and today's is that US exceptionalism is dead and buried. That might be an overreaction. As investors, we have a tendency to extrapolate and overweight near-term negatives. While I can find plenty to worry about in the Trump policy platform, I wouldn't count on the president undermining the decades of advantages from which America continues to benefit. Here are four highlighted recently by Alliance Bernstein strategist Inigo Fraser Jenkins. First, demographics. Unlike most big economies in the world, the US has a growing workforce. It is no longer expanding at the annualised 1.3pc it registered between 1980 and 2010, but between now and 2050, the US labour market is still expected to grow at 0.2pc a year. That compares with a fall of 0.6pc a year in Europe and 1pc in China. The size of the workforce, alongside productivity, is a key driver of GDP. Second, corporate profitability. Higher profits flow from a number of sources. These include better use of technology, more favourable regulation and taxes, and a more dynamic risk culture. Profit margins have doubled in the US since the financial crisis. Third, energy security. America drilled over 13m barrels of oil a day in 2024, making it the world's largest producer. It was a net energy exporter by 2019 thanks to shale. Fourth, the size of America's homogenous domestic market. Although Europe is potentially a bigger and richer market, it suffers from a patchwork of national cultures, banking systems, rules and languages. The US financial markets are vast, too, providing unrivalled depth and liquidity. So while I worry about America's withdrawal from global institutions, its willingness to make enemies of its friends, the undermining of its world-class universities and the erosion of its soft, cultural power, I am not ready yet to call the end of America's dominant position in financial markets. US exceptionalism was built over decades; it will not crumble in a matter of months.
Bloomberg
6 days ago
- Business
- Bloomberg
BlackRock's Chaudhuri Optimistic About US Stocks
Gargi Chaudhuri, BlackRock chief investment and portfolio strategist, Americas, says she sees some reasons to be optimistic about US stocks but risks still remain. Speaking on "Bloomberg Open Interest," Chaudhuri also comments on the outlook for Federal Reserve monetary policy. (Source: Bloomberg)
Bloomberg
28-05-2025
- Business
- Bloomberg
UBS' Chhaochharia on India Markets, Investment Strategy
Gautam Chhaochharia, Head of Global Markets India at UBS, discusses his outlook for Indian markets and investment strategy. He speaks with David Ingles at the "UBS Asian Investment Conference" in Hong Kong. (Source: Bloomberg)
Khaleej Times
25-05-2025
- Business
- Khaleej Times
SICO wins Best Mena Fixed Income Fund Strategy award
SICO, a leading regional asset manager, broker, and investment bank, with direct presence in Bahrain, Saudi Arabia, and the UAE, has been awarded the Best Mnea Fixed Income Strategy over one year for 2024 by Global Banking & Markets Middle East Awards. The strategy achieved a remarkable net return of 5.4% in 2024, significantly outperforming the FTSE Mena Broad Bond Index, which recorded a return of 3.4%. This recognition marks the second time that SICO has received this esteemed award, following their recognition in 2022. As of March 2025, SICO has $7.9 billion in assets under management including six main GIPS Composites, alongside other customized management portfolios and three public funds in fixed income and money market strategies. Ali Marshad, Group Head of Fixed Income Asset Management at SICO said, 'We are honoured to have once again received this prestigious recognition, which reflects our commitment to excellence in delivering value to our clients. This achievement is a testament to our investment philosophy, strong trading infrastructure, and dedicated team, especially in a year that proved challenging for this asset class. Additionally, our strategic presence in Saudi Arabia through SICO Capital further enhances our ability to support clients in the region and drive impactful investment outcomes. Our goal is to build on this success by helping our clients achieve consistent and sustainable above-average returns, ensuring they benefit from our expertise in the evolving market landscape, while offering better protection on the downside.' Manuel Al Mutawa, Vice President of Fixed Income Asset Management at SICO, highlighted the strategic approach that led to this success, commenting, 'What helped us last year despite the market volatility was that we focused on maintaining a neutral duration with a skew towards non-investment grade assets, an overweight position in Egypt and Saudi, as well as particular security selection in high-yield corporates. Our regional diversification and active management allowed us to capture attractive opportunities across both sovereign and quasi-sovereign and corporate issuers, while maintaining a strong risk-adjusted return profile for our clients.' Following the success of its SICO Fixed Income Fund, which was launched in 2013, SICO expanded its offerings by introducing the Shari'ah-compliant Elzaad Sukuk Fund in 2023, which complements the existing SICO Capital Murabaha Fund for Shari'ah investors. These initiatives allow clients to capitalize on short-, medium-, and long-term market opportunities while providing numerous customized products yielding high single-digit returns. 'Congratulations to SICO on this well-deserved recognition,' said Victoria Behn, Managing Director of Global Banking & Markets. 'In a year defined by volatility and uncertainty, SICO Asset Management's Fixed Income Fund has stood out as a beacon of stability and skill. SICO proved its tactical excellence across MENA's complex debt landscape. With active positioning across sovereign and corporate bonds, a sharp focus on liquidity, and rigorous credit discipline, SICO managed to protect capital while capturing upside. In a market where preservation and performance rarely align, SICO's Fixed Income strategy is the clear choice for Best MENA Fixed Income Fund, 1 Year.' The Global Banking & Markets Middle East Awards recognise the most innovative and ground-breaking deals from sovereign, corporate, and financial institution issuers, borrowers, and investors. The awards celebrate the exceptional performance of financial institutions and professionals who have demonstrated excellence. SICO Asset Management was honoured for its exceptional work and dedication to providing fixed income strategies in the MENA region.
