Educational

Home-country bias

Overweighting your home country in investments may feel natural, but history shows diversification is key to managing risk and volatility.

Factor investing: the capital asset pricing model

The CAPM was the first framework that tried to explain how an asset’s risk affects expected returns and laid the foundation for factor investing.

Factor investing: a gentle introduction

Factors help explain the sources of stock returns, and factor investing is a disciplined approach to capture these differences in order to achieve higher risk-adjusted returns.

Should you currency hedge your investment?

Global diversification lowers risk but introduces currency exposure. Hedging can offset this, so should you hedge?

Should you invest in emerging markets?

Emerging markets increase diversification, but investing in them exposes us to other risks. What are they, and how much should you tilt your portfolio?

The double edge of compounding

Compounding fuels wealth creation, but unmanaged costs can erode it.