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 for additional background on MBMG International and the views of our key personnel.
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to find out how MBMG have brought the expertise of the world's top performing dynamic global portfolio manager to our clients.*
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* Standard & Poor's awards 2003 & 2004 "Best performing investment, dynamic global asset allocation over 5 years" |
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MBMG Articles Archive
Click here to find out about Jeremy O'Friel's visit to Bangkok in September. One of the world's leading 'black box' investment experts provided MBMG clients with insights into 'smarter' investments that make use of the latest technologies and methodologies.
More Problems Predicted In US Market - In 2001 we issued a stark warning that equity exposure in the US should be reduced to zero if not a net short position. At the same time we said that equity exposure in Thailand should be increased. By the end of 2002 Thai equities had rallied by almost 20%, US stocks fall by a similar amount and the Thai currency gained around 5%. 2004 saw Thailand as the leading stockmarket, up around 200% from trough to peak. In both Thailand and the US, we think it's time to move out, although in Thailand only for the short term. For the States the problems are only just about to start and anyone who has any US Dollars, stocks, bonds or property SHOULD read our US health warning
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"GOLD - correlation to markets and the dollar ? Is it time again to consider increasing your exposure to this most noble all commodities."
The latest in the highly successful Man Capital guaranteed investment funds that is targeting a return of 18% per year is available. Click here to find out about one of the most effective approaches to traditional equity and bond markets which is also now focused on Asia and on commodities.
April was another good month for markets and for Core Harbour which generated 3.5% in dollars, 3.5% in sterling and 3.3% in euro, largely due to overweight positions in gold and a tactical currency shift to Euros. Even within the Dollar Class of the fund, Dollar exposure has been reduced to 54% from 62% and Euro exposure increased to 27%.
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Traditional or modern - The success or otherwise of any investment depends on a couple of factors - luck and information. We wouldn't feel comfortable trusting to luck, so therefore it's important to us to compare the returns and the risks from various modern methodologies compared to traditional strategies.
Traditional or modern II - What are the real merits and drawbacks of active versus passive investment ?
Timeo 1 - have we been here before ? Can we learn lessons from history ? Or is it really different this time ?
Soros - Compare side by side the track records and current positions of the world's most famous fund manager and Bangkok's pre-eminent private client advisor, after our recent head to head encounter
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