Invest Outside the Box

This book is a practical and concise guide to major asset classes, investment strategies, and foreign markets. For investors familiar with one box of investments, this book serves as a non-technical introduction to other boxes worth diversifying into, such as bonds, real estate, private equity, cryptocurrencies, and Chinese A-shares. Readers with no prior finance background will find this book an accessible entry point to investing. Written by a practitioner, this volume can serve as course material for introductory investing classes or as an on-the-job guidebook for professionals and practicing investors.

Written by an experienced practitioner as a practical guide for investment practitioners Serves as a plain-English, non-technical introduction to different investment categories including stocks, bonds, real estate, private equity and alternatives across multiple countries Consistent and modular format for readers needing to cross over different types of investments

Autorentext
Tariq Dennison is a Hong Kong based fund manager and pension advisor investing retirement accounts across global stock, bond, and alternatives markets. An American raised in Europe and long resident in Asia, Tariq has a lifelong natural interest in interest rates, foreign currencies, and frontier and out-of-favor markets. He has worked at Accenture, Commerzbank, Bear Stearns, J.P. Morgan, CIBC, and Société Générale in San Francisco, New York, Toronto, London and Hong Kong, before starting GFM Asset Management in 2014. Tariq teaches fixed income and alternative investments at ESSEC Business School in Singapore, CFA Singapore, and the Hong Kong Society of Financial Analysts, and holds a Bachelor's degree from Marquette University and a Master's in Financial Engineering from the University of California at Berkeley's Haas School of Business.

Inhalt

1. Cash, bank deposits, and interest rates.- 2. Bonds, Fixed Income and Money Markets.- 3. Real Estate and Property.- 4. Equities and Stock Markets.- 5. Currencies and Foreign Exchange Markets.- 6. Alternative assets from gold, commodities, art, fine wine, and other collectibles to private equity and hedge funds.- 7. Diversification and Portfolio Construction: Maximizing Return and Minimizing Risk.- 8. Indexes, Benchmarks, Mutual Funds and ETFs.- 9. Blockchain and Cryptocurrencies.- 10. International investing, and the importance of breaking the country box.- 11. Conclusion.