Thoughts | Makao Investments

Promoting independent ideas in the investment industry.

In the eye of the storm with cat bonds

Uncorrelated returns or an investment catastrophe.

The primary objective should be to achieve the mission – the purpose for which the organisation was originally set up.

Investment products may be at a turning point.

Overconfidence and why it is important to consider it in manager research.

What are the companies doing that manage or advise you on your investments?

Will gold continue to move up? Or is this an early sign of a bubble?

A few words of caution on income strategies in the investment industry.

Forecasting future returns is less about predicting the exact future and more about being prepared for a variety of scenarios.

The New Zealand dollar has long been considered a “risk on” currency. What has changed?

A governance structure that is fit for purpose can play the same critical role as a seat belt in a car.