Latest news with #portfolioDiversification
CNA
04-07-2025
- Business
- CNA
Global Property Expo: Helping investors navigate international real estate
Investors in the Asia Pacific region play a major role in cross-border property transactions, contributing US$48.1 billion (S$61.8 billion) in 2023, according to international real estate services firm JLL. Singapore alone accounted for US$25.3 billion, second only to the United States. The growing appetite for overseas residential assets reflects a broader shift towards portfolio diversification. By spreading investments across markets, currencies and economic cycles, investors can reduce exposure to domestic risks. 'We're seeing increased demand, particularly from high net worth families and professionals looking to diversify into markets such as Australia, Japan, the United Kingdom and the Middle East,' noted Mr James Puddle, head of international residential (Southeast Asia), JLL. To support investors in exploring such opportunities, JLL is launching the inaugural Global Property Expo 2025 in Singapore. Taking place at Sands Expo & Convention Centre from Jul 18 to 20, the event will serve as a one-stop destination, featuring a curated showcase of properties, alongside panel discussions offering regional insights and practical guidance on buying property abroad. Investing in residential property abroad can be complex, often involving remote negotiations across time zones with foreign developers, banks and legal advisers. The Global Property Expo aims to streamline this process by bringing together trusted developers from key markets – including Australia, Japan, the Middle East and Europe – while offering investors research-backed insights into emerging hotspots, rental yields and ownership rules. Senior private banking partners, JLL capital markets specialists and financial industry professionals will weigh in on trending topics such as co-investment structures, fractional ownership models and risk-adjusted return benchmarks. Sessions like International Residential Investment 101 will cover cross-border due diligence, comparative yield profiles and currency-hedging strategies. 'These topics reflect questions often raised by high net worth and institutional investors – how to navigate emerging markets, structure debt, access residency programmes and optimise returns,' said Mr Puddle, who will moderate a panel titled Buying a Property Abroad: What to Look For in an Agent. He recommends that attendees come prepared with a focused list of questions to get the most out of their conference experience. The conference will also tackle property ownership laws, tax regimes and residency-by-investment criteria. On-site legal experts will be available to offer guidance on jurisdictional requirements, tax implications and investment opportunities in cities such as Brisbane, Tokyo and Lisbon. 'What might normally take weeks of remote research is condensed into a three-day programme,' said Mr Puddle. 'Investors will leave with a clear roadmap, whether that's pursuing a specific development, engaging legal support or arranging financing.' The curated showcase offers investors peace of mind by ensuring the credibility of participating developers and projects. 'Every exhibitor is vetted through JLL's network – including Leading Real Estate Companies of the World – so investors engage only with trusted names,' said Mr Puddle. Ahead of the event, JLL's Asia-Pacific research teams identified jurisdictions with strong fundamentals – high rental yields, stable governance and transparent regulations – and extended invitations to leading developers. These include Gurner Group in Australia, Escon in Japan and Emaar from the United Arab Emirates. The expo's one-stop format benefits developers as much as investors. With mandatory pre-registration, developers meet only serious buyers with verified purchasing capacity. At the same time, the investor pool is broadened as attendees discover accessible entry points such as fractional ownership and tokenisation. Real-time feedback from participants at panel discussions and booths will help developers finetune their follow-up strategies during the event, in line with buyers' interest in areas such as debt structures, yield expectations and ownership models. 'Our goal isn't just to host a transactional event, but to create Asia's flagship annual real estate investment forum – a single platform where curated projects, accessible financing and actionable market intelligence converge,' said Mr Puddle.
Yahoo
29-06-2025
- Business
- Yahoo
Wells Fargo Says To Avoid This Investment and Buy US Stocks Instead — Should You Invest?
In a recent note to investors, Wells Fargo analysts mentioned that they recommended avoiding emerging market equities right now. Trending Now: Read Next: Since the massive bank holds a weighty opinion, it's worth digging into their suggestion. GOBankingRates unpacks Wells Fargo's recommendation and what that means for your portfolio. Investing in emerging markets allows investors to diversify their portfolio beyond U.S. stocks. While you can target specific emerging markets, like India or Indonesia, opting to purchase an index fund focused on a broad swath of emerging markets can give you some exposure across multiple economies with minimal effort on your part. For example, the MSCI Emerging Markets index offers a popular way for U.S.-based investors to add exposure to emerging markets to their portfolio. In the last year, the MSCI Emerging Market Index saw a net return of 13.04%, which is significantly higher than the S&P 500, which saw a slight decline. While you might think that the outperformance of the MSCI Emerging Market Index over the S&P 500 would warrant investing more heavily in emerging markets, the opposite is true in Wells Fargo's opinion. Since the MSCI Emerging Market Index did so well in the last year, the analysts recognize that many investors who had invested in emerging markets will have seen their portfolio's composition change over the last year, with perhaps more weight in emerging markets than they would like. Explore More: The possible portfolio imbalance, with too much money invested in emerging markets and not enough in U.S. stocks, could represent a problem for some investors. Additionally, Wells Fargo remains unconvinced it's a good idea to stay so heavily weighted in favor of emerging markets. The note pointed to the structural risks of emerging markets, including 'political and economic instability, corporate governance concerns, variable regulatory risks, as well as China's excessive debt, slumping property sector, and slowing growth.' All of this to say, Wells Fargo's note encouraged investors to rebalance their portfolios more heavily toward U.S. stocks instead of emerging markets. In the statement, Wells Fargo said, 'we favor reallocating to U.S. Large Cap, U.S. Mid Cap, or Developed Market (DM) ex-U.S. Equities to maintain overall equity exposure.' Investors heavily weighted toward emerging markets might sell off some of those investments in order to purchase U.S. stocks. For example, you might sell some of your stake in the MSCI Emerging Markets index in order to buy more in a fund tied to the S&P 500. If building and managing your own investment portfolio, the right strategy varies based on your interests, skill level and time commitment. For investors with significant time and the patience to monitor the constant turns of the stock market, actively managing it could be a good idea. But if you are looking for a more hands-off approach with a long-term vision in mind, consider buying and holding low-cost index funds. As you buy and hold index funds for the long term, you can make big-picture changes to your portfolio, like adjusting toward or away from emerging markets occasionally. But, in general, you'll allow the investments to hopefully grow in value over the long term. Wells Fargo is suggesting that investors shift away from emerging markets toward U.S. stocks. For some investors, the shift could make sense. For others, following through on this change wouldn't align with their investment goals. Take the time to decide what's best for your situation before making any changes to your portfolio. More From GOBankingRates 3 Reasons Retired Boomers Shouldn't Give Their Kids a Living Inheritance (And 2 Reasons They Should) This article originally appeared on Wells Fargo Says To Avoid This Investment and Buy US Stocks Instead — Should You Invest?
Yahoo
28-06-2025
- Business
- Yahoo
Wells Fargo Says To Avoid This Investment and Buy US Stocks Instead — Should You Invest?
In a recent note to investors, Wells Fargo analysts mentioned that they recommended avoiding emerging market equities right now. Trending Now: Read Next: Since the massive bank holds a weighty opinion, it's worth digging into their suggestion. GOBankingRates unpacks Wells Fargo's recommendation and what that means for your portfolio. Investing in emerging markets allows investors to diversify their portfolio beyond U.S. stocks. While you can target specific emerging markets, like India or Indonesia, opting to purchase an index fund focused on a broad swath of emerging markets can give you some exposure across multiple economies with minimal effort on your part. For example, the MSCI Emerging Markets index offers a popular way for U.S.-based investors to add exposure to emerging markets to their portfolio. In the last year, the MSCI Emerging Market Index saw a net return of 13.04%, which is significantly higher than the S&P 500, which saw a slight decline. While you might think that the outperformance of the MSCI Emerging Market Index over the S&P 500 would warrant investing more heavily in emerging markets, the opposite is true in Wells Fargo's opinion. Since the MSCI Emerging Market Index did so well in the last year, the analysts recognize that many investors who had invested in emerging markets will have seen their portfolio's composition change over the last year, with perhaps more weight in emerging markets than they would like. Explore More: The possible portfolio imbalance, with too much money invested in emerging markets and not enough in U.S. stocks, could represent a problem for some investors. Additionally, Wells Fargo remains unconvinced it's a good idea to stay so heavily weighted in favor of emerging markets. The note pointed to the structural risks of emerging markets, including 'political and economic instability, corporate governance concerns, variable regulatory risks, as well as China's excessive debt, slumping property sector, and slowing growth.' All of this to say, Wells Fargo's note encouraged investors to rebalance their portfolios more heavily toward U.S. stocks instead of emerging markets. In the statement, Wells Fargo said, 'we favor reallocating to U.S. Large Cap, U.S. Mid Cap, or Developed Market (DM) ex-U.S. Equities to maintain overall equity exposure.' Investors heavily weighted toward emerging markets might sell off some of those investments in order to purchase U.S. stocks. For example, you might sell some of your stake in the MSCI Emerging Markets index in order to buy more in a fund tied to the S&P 500. If building and managing your own investment portfolio, the right strategy varies based on your interests, skill level and time commitment. For investors with significant time and the patience to monitor the constant turns of the stock market, actively managing it could be a good idea. But if you are looking for a more hands-off approach with a long-term vision in mind, consider buying and holding low-cost index funds. As you buy and hold index funds for the long term, you can make big-picture changes to your portfolio, like adjusting toward or away from emerging markets occasionally. But, in general, you'll allow the investments to hopefully grow in value over the long term. Wells Fargo is suggesting that investors shift away from emerging markets toward U.S. stocks. For some investors, the shift could make sense. For others, following through on this change wouldn't align with their investment goals. Take the time to decide what's best for your situation before making any changes to your portfolio. More From GOBankingRates 10 Cars That Outlast the Average Vehicle This article originally appeared on Wells Fargo Says To Avoid This Investment and Buy US Stocks Instead — Should You Invest? Inicia sesión para acceder a tu portafolio
Yahoo
27-06-2025
- Business
- Yahoo
Brazier: Stock-Bond Correlation Now 'Much Less Reliable'
Alex Brazier, investment and portfolio solutions global head at BlackRock, discusses portfolio diversification. "The stock-bond correlation now is much less reliable than it used to be," Brazier tells Bloomberg's Francine Lacqua. "Portfolios are shifting both from sort of 60/40 to be more 50/30/20 as you get more private markets and the investable universe expands," he adds. "Within the public market sleeve, people looking much more now at strategies that are market-neutral."
Bloomberg
27-06-2025
- Business
- Bloomberg
Brazier: Stock-Bond Correlation Now 'Much Less Reliable'
Alex Brazier, investment and portfolio solutions global head at BlackRock, discusses portfolio diversification. "The stock-bond correlation now is much less reliable than it used to be," Brazier tells Bloomberg's Francine Lacqua. "Portfolios are shifting both from sort of 60/40 to be more 50/30/20 as you get more private markets and the investable universe expands," he adds. "Within the public market sleeve, people looking much more now at strategies that are market-neutral." (Source: Bloomberg)
