At TILLIT we are big believers in learning and broadening our horizons. Our Insight articles covers everything from the here and now in our Market reviews, to short and long reads about the fundamentals of investing, as well as unique thought pieces from leading fund managers in The Opinion, and much more.
Make your money travel: Explore developed, emerging & frontier markets
Diversification can sound pretty dreary, but one way to achieve it is to let your investment portfolio travel the world (ok, only metaphorically). By spreading your eggs across different geographical baskets, you can minimise overall portfolio risk at the same time as gaining access to a range of opportunities, including some niche and exciting ones. Some countries can be accessed directly, while others tend to come in a set. This is our introduction to regional investing.Read more
4 things to know about currency hedging
When it comes to managing your investment portfolio, most investors spend a lot of time thinking about regions, sectors and asset classes and a lot less time thinking about currency exposure and currency hedging. This is a shame because currency risk can have a material impact on your investment returns over time and it’s a risk that can be easily managed by currency hedging. In this Insight, we explore what currency hedging means and why it matters.Read more
An introduction to asset classes
One of the most important decisions in investing is deciding on which asset class(es) to invest in. How much you should have in each is an asset allocation decision, which is usually based on two main factors – your risk capacity and your risk tolerance. You can read more about these in a separate post; in this Insight, let’s recap the key building blocks.Read more
What is asset allocation?
As an investor, your asset allocation is the spread of your portfolio amongst the core asset classes. Typically, these asset classes are equities, bonds, property and alternatives. Planning your asset allocation at the outset gives you a firm foundation to both build and maintain your portfolio over time, meaning that you’re less likely to make inconsistent investment decisions. Let’s look at some of the ways you can get started.Read more
How to plan your asset allocation: Q&A with an expert
Choosing your asset allocation is one of the key decisions you make as an investor. Whether you want to go all in on equities or mix them up with some bonds and perhaps some property or alternatives is up to you. But we asked an expert, Gavin Haynes of Fairview Investing with decades of investment experience under his belt, to share his thoughts and advice.Read more