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Rising Interest Rates : Creating Growth-powered Income

Rising Interest Rates : Creating Growth-powered Income

Conventional financial advice often draws a distinction between growth and income portfolios. This article argues that a portfolio of growth stocks can be a good strategy to generate income, especially in times of rising interest rates.  Investors often buy bonds and annuities in retirement to achieve capital preservation and income generation. Over the past ten years, due to record low interest rates, bonds have provided no meaningful income. During this […]

Open Banking is coming to Hong Kong

Open Banking is coming to Hong Kong

We are about to witness the creation of two pieces of regulation that provide a catalyst for much improved banking services for consumers. In the short term, its impact will arguably be larger than the much talked-about block-chain and AI revolution. We are talking about Hong Kong’s policy frameworks for digital open banking and online financial advice. Open banking (https://openbankproject.com) is a global regulatory trend. While […]

A Digital Wealth Management Journey: Automation, Deployment, Engagement

A Digital Wealth Management Journey: Automation, Deployment, Engagement

A Digital Wealth Management Journey: Automation, Deployment, Engagement Digital wealth management can mean many things. Over the past years several companies, sometimes referred to as robo-advisors, have emerged, each presenting their own version of digital wealth management. “Securities brokers, wealth managers, banks, insurance companies – each type of financial institution has their own set of […]

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