Articles written by
nigel green

Looking beyond stocks for outsized returns

While equities have historically been the bedrock of investment portfolios, and continue to be so, seeking out new opportunities is becoming ever more attractive, especially among the wealthy.Indeed, family offices now have 46% of their total portfolio in alternative investments, according to the latest JPMorgan Private Bank Global Family Office Report.The allure of alternative investments lies in their ability to provide diversification benefits that go beyond what […]

Dollar rally falters – what this means for you

The recent reversal in the strength of the US dollar, driven by expectations of falling inflation and potential interest rate cuts by the Federal Reserve, has significant implications for investors.The recent moves will be welcomed to central bankers around the world, who have been struggling to deal with rising US Treasury yields and the dollar’s continuos strength.That has particularly been the case in Japan, where the ministry […]

Rising currency risk – and what to do about it

Currency risk is emerging as a prominent concern for investors, garnering increased attention as currency volatility continues to disrupt investment returns.The recent fluctuations in the yen against the dollar serve as a stark example of the challenges posed by currency movements in today’s global financial landscape.Over the past month alone, the yen has experienced dramatic swings against the dollar, causing significant disruptions for investors with exposure to […]

The pitfalls of holding large cash deposits

The notion surrounding the safety and prudence of holding large cash deposits as a long-term wealth strategy is being increasingly challenged.While cash offers immediate liquidity and a perceived sense of security, its passive nature and susceptibility to erosion over time pose significant drawbacks that can hinder wealth accumulation in the long run.One of the most palpable drawbacks of maintaining substantial cash reserves is the insidious erosion of […]

The case for record-breaking rally to resume

Following the strongest performance for the S&P 500 Index since November, which propelled the US stock gauge close to its March record levels, investors now confront a crucial decision.They must determine whether the recent downturn witnessed earlier in the month was merely a temporary setback, or if the possibility of postponed policy easing by the Federal Reserve could potentially drag the market lower once more.It’s my current […]

Higher rates could, perversely, be driving inflation – what this means to you

Higher interest rates have been experienced around the world for two to three years as global inflation hit a multi-decade high.While some central banks, such as the European Central Bank (ECB), are reportedly planning to start cutting imminently, others, such as the US Federal Reserve are said to be likely to have a maximum of one – if any at all – this year.Loretta Mester was the […]

Why earnings season matters

First quarter earnings season continues to unfold and investors are keenly watching the financial reports of companies with bated breath.This quarterly ritual is more than just a routine check-up on corporate performance; it’s a crucial moment that shapes investment decisions and market sentiment.At its core, earnings season is a window into the financial health and vitality of companies. It’s the time when corporations unveil their earnings reports, […]

Asian currencies supported – what does currency volatility mean for you?

Asian currencies are back in the spotlight, particularly the Japanese yen and the Chinese yuan, which is bringing currency volatility to the forefront of global investors’ minds.On Thursday, the yen slipped to its lowest level since 1990 — ¥153 against the dollar. Meanwhile, China has been ramping up support for the yuan with a record fixing.Amid Tokyo’s now familiar verbal warnings about excessive declines this week, and Beijing’s efforts […]

Fallout of unsustainable US debt for global investors

The ominous, and very real, possibility of unsustainable debt looms large over the United States, casting a shadow of uncertainty that extends far beyond its borders.With a million simulations conducted by Bloomberg indicating that 88% of them show the US on an unsustainable borrowing path, coupled with projections from the Congressional Budget Office forecasting a staggering $54 trillion national debt within the next decade, global investors are […]

Are US stock markets over valued?

As Wall Street’s S&P500 reached record highs on Wednesday, largely based on hopes of interest rate cuts down the line and the AI boom, and after soaring past the historic 5,000 milestone in late February, market analysts are finding themselves at a crossroads of optimism and caution.Some sell-side houses have reacted swiftly, adjusting their year-end forecasts in response to the bullish momentum.Goldman Sachs, for instance, revised its […]

Exploring AI investments beyond Nvidia and Magnificent Seven

Earlier this week, as Wall Street stock markets hit fresh record highs, I was quoted by the media as saying, “The Magnificent Seven tech stocks look cheap compared to other stocks within the S&P 500.”These tech stocks – Apple, Microsoft, Google parent Alphabet, Amazon, Nvidia, Meta Platforms and Tesla – look cheap relative to other stocks in the market due to a combination of factors including their […]

AI boom and energy transition is opportunity for savvy investors

 The convergence of the AI boom and the global energy transition is a compelling investment opportunity for forward-thinking investors, says the CEO and founder of one of the world’s largest independent financial advisory, asset management and fintech organizations. The bullish analysis from Nigel Green of deVere Group comes as John Podesta, the top US climate envoy, visits Japan, to discuss how the world’s largest and third-largest economies […]

Top three financial priorities of millionaires revealed

  A new global survey conducted by deVere Group, using insights from some 750 clients with more than £1m/$1.2m in investable assets, reveals the top three financial priorities that shape the decision-making of high-net-worth individuals. The poll shows that 59% of the clients surveyed cited ensuring that they had enough money for their desired retirement was their number one financial priority.  Nigel Green, CEO of deVere Group, […]

The need to invest, not just save, for retirement

As retirement approaches, many people diligently save for retirement, stashing away funds in traditional savings accounts or low-risk options.While saving is undeniably crucial, it always has been and always will be imperative to not just save, but invest wisely also in order to ensure a robust and sustainable retirement fund.Inflation erodes the power of savingsOne of the primary reasons to embrace investment over merely saving is the […]

Why do expats need specialist financial advice?

Whether it’s pursuing career advancement, seeking a change in lifestyle, or exploring a different culture, expats face unique financial considerations that demand careful planning and specialised advice if they’re to thrive and be financially secure.One of the primary reasons expatriates require specialised financial advice is the intricate nature of cross-border finances.Managing assets, investments, and taxation across different jurisdictions is a daunting task.Countries have distinct tax regulations, retirement […]

Perils of investing without a plan

Having worked in finance around the world for decades, I recognise that one of the most common mistakes people make with their personal finances is the absence of a well-thought-out investment plan.This misstep can have profound consequences on long-term financial freedom and security. Investing without a plan is akin to gambling – essentially, rolling the dice in the financial markets. It’s like to stepping into a casino […]

Can the Magnificent Seven stocks sustain their stature this year?

Last week powerhouse companies such as Microsoft, Alphabet, Apple, Amazon, and Meta unveiled their Q4 2023 financial results. The spotlight was on these giants, collectively known as the Magnificent Seven, which include Nvidia and Tesla, as they have been the driving force behind the remarkable 107% surge in market returns throughout 2023.However, as investors revel in the recent earnings beats, a critical question looms large: can these […]

Work with an advisor for the ultimate diversified portfolio

If you’re still trying to DIY your way through the intricate world of investments and trying to build wealth for the long-term, it might be time to consider a proven, better approach.Enter the financial advisor, your ticket to the realm of a properly diversified portfolio, which is your best defence against risk and your best way to seize opportunities. Partnering with a financial advisor is not just […]

Reimagining the 60/40 portfolio for optimal returns

The traditional 60/40 investment portfolio, a stalwart for investors seeking a balanced blend of stocks and bonds, has proven its resilience for decades.However, in the shifting landscape of 2024, where long-standing market trends face transformation, investors are prompted to re-evaluate and revise the traditional approach for maximizing returns.While rumours of the demise of the 60/40 portfolio may be overstated, strategic adjustments are necessary to navigate the current […]

Bitcoin ETF SEC approval could skyrocket long-term BTC prices: 5 reasons why

The SEC approval of Bitcoin Exchange-Traded Funds (ETFs) signals a landmark moment for both Bitcoin and the broader cryptocurrency market, and could send prices skyrocketing in the longer-term with BTC prices perhaps hitting $60,000 this quarter, predicts the CEO of one of the world’s largest independent financial advisory, asset management and fintech organizations.The bullish prediction from Nigel Green of deVere Group, a long-term high profile cryptocurrency advocate, […]

HKQAA International Symposium “Sustainable Finance, ESG and Climate Resilience • Hong Kong 2023” Successfully Held

Impending Yen reversal’s impact for investors

The yen’s trajectory in the foreign exchange market has captured the attention of global investors, signalling a potential shift in the currency’s three-year trend of outsized declines.Market participants, surveyed by Bloomberg, are increasingly optimistic about a yen rally in 2024. This newfound sentiment arises from expectations that the Bank of Japan (BOJ) will exit its long-standing negative interest rate regime, while global peers concurrently reduce borrowing costs.The […]

New India-UK Partnership To Develop Sustainable Materials For Steel Industry

Bank of Japan’s balancing act matters for global investors

The recent meeting of the Bank of Japan (BOJ) has cast a spotlight on the complex economic dynamics facing the country.In an unusual turn of events, Japan finds itself grappling with the challenge of managing inflation, which stood at 3.3% in October.However, despite the central bank’s apparent delight in overcoming a decades-long deflationary struggle, political pressures and economic realities suggest a nuanced and potentially challenging road ahead.This […]