At inbestMe, we currently offer a full range of Bond Portfolios. By this, we mean a portfolio that is composed of 100% fixed income instruments. Previously, bonds were used in our portfolios mainly to diversify equity risks and a 100% bond portfolio was allocated only to very conservative investors.
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Returns on Savings Portfolio, as expected The returns of the Savings Portfolios have been, as expected, in line with what we have been communicating. The Savings Portfolios have been designed to replicate central bank interest rates with an optimized composition of money market funds that have this function. This is why we communicate that the…
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As we have discussed in previous issues, indexed Socially Responsible Investment (SRI) has better years and worse years. Since equity SRI indexes have existed, they have tended to be equal to or slightly better than their non-SRI benchmarks. As can be seen in the chart below, which compares the cumulative returns of our SRI index…
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Market commentary. The second quarter of 2024 was again favorable for global equity indices, while fixed income markets continued to struggle. Commodities also generally rose during the quarter.
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On September 7, 2021, the Public Treasury, an agency under the Bank of Spain, issued the first sovereign green bonds or green treasury bonds in the history of Spain. Specifically, the agency raised €5 billion with a 20-year term, which have been used to finance projects that promote the ecological transition and aimed at mitigating…
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The last time we wrote about “The Million Dollar Portfolio” was after the two recent bear markets.
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Before reviewing the exceptional returns of our portfolios in 2023, let’s take a look at some of the key factors that explain the year in the financial markets.
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In the current macroeconomic situation, a lot of uncertainty persists. The circumstances are certainly peculiar, and it is difficult to find similarities with the past. This produces a lot of noise and uncertainty regarding the future direction of financial markets. Analysts are wildly divided on the fact that equity indices should go up or down,…
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