Investment Review

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Investment Review

March 31, 2025
With so many choices for financial service and investment providers, here's an AIX Investment Dubai review that will mainly tackle the following talking points: What company is AIX? What do they do? Is AIX Investment safe? What investment options are offered? What are the advantages and disadvantages of AIX investment? If you have any questions, you can email me at nelson@innovestglobalwealth.com . My partners, based in North America, Europe, Africa, and beyond, would be happy to look at your current situation and see if we can improve it. Who is AIX Investment Group? Based in Downtown Dubai, the private firm AIX Investment Group offers expertise in investment management and advice. It provides a range of investment solutions through several regulated entities, instilling confidence in its potential investors. What does AIX do? AIX Dubai's services include individualised advice through its investment advisory services to assist clients in making wise financial choices. It also offers wealth management and helps clients achieve long-term financial targets. They also focus on portfolio diversification, which helps investors spread their money across different asset classes and trim risk. Through their unit AIX International Properties, they provide profitable real estate investment opportunities. AIX Dubai Investment Options 1. AIX Bond Review It is a fixed-income bond offered by AIX that gives investors a steady and predictable return. This investment product offers a fixed coupon payout of 3% per quarter and a yearly return of 12%. It features a buyback guarantee intended to protect investors' capital and has a five-maturity period. Bonds usually have less volatility than stocks or mutual funds, which helps to stabilize a portfolio. The Net Asset Value of this bond is accessible on the Bloomberg Terminal and Vienna Stock Exchange. With an ISIN number, it is a listed financial security that can be subscribed to anywhere in the world. Paying out quarterly interest and fixed-income bonds provides investors with a consistent flow of income. While investors can assign the bond to a third party through a private deal, the AIX bond lacks a secondary market, and the issuer does not offer liquidity. The fixed returns offered by the AIX bond are much higher than those of typical fixed-income investments. However, that usually means investors must be cautious, and such high yields frequently signify higher risk as well. Investors who invest in such bonds must be ready and comfortable to accept higher risk in their investment or portfolio. AIX Properties AIX Investment Group's flagship product, AIX Property Secure, offers real estate investment options that are backed by real estate assets. This provides a sense of security and is intended to provide safe and assured rental revenue, making potential investors feel secure in their investment. Rental income for investors can range from 14% to 20% a year, with payments being deposited into their accounts on set dates. Upon investing, the real estate collateral becomes yours, and the Dubai Land Department formally records your name as the owner. It gives you security and legal protection by guaranteeing that your investment is supported by actual property. In 2023, the company claimed that these rental returns were significantly higher than the market average. That could make this a lucrative choice for real estate investors seeking robust returns. Of course, investors should know that past performance doesn't always guarantee that the firm and its offerings will continue to perform well in the future. Is AIX Investment legit? With licenses for particular services, AIX Investment Company positions itself as a respectable financial advising company. It is supervised by the UAE Securities and Commodities Authority. Regardless, if you're thinking about investing in AIX bonds and properties, execute extensive due diligence . Examine their regulatory framework, read reviews from various sources, and learn about their company's operations. Given the mixed reviews and the lack of top-tier regulation, potential investors should proceed with caution when considering AIX Investments. This approach will help them make informed decisions and manage their expectations. Furthermore, fixed-return investments can always default . We have seen cases worldwide where even regulated fixed-return investments default. Fixed returns aren't the same thing as a guarantee. What are the benefits of AIX Investments? AIX offers real estate-backed investments. The company has also ventured into sports investments, partnering with Fursan Hispania FC, which contributed to the buildout of its global presence and brand. Its bonds appeal to investors seeking a consistent income since they offer fixed returns. What are the disadvantages or cons of AIX Investments? Because AIX Investment Dubai's products offer exceptionally high returns with little risk, some online debates compare them to Ponzi schemes. However, nobody can prove such accusations for certain. Some think their investments may not be viable in the long term. Prospective investors and financial advisors have voiced concerns regarding AIX's legitimacy; some have cautioned against investing because of bad experiences. Poor customer service and issues with money withdrawals are among the complaints. Even though AIX Bonds are touted as low-risk, there are risks associated with all investments. A 100% repayment at maturity might be hard to maintain if the market conditions slump. Critics say the lack of diversification in AIX's investment strategies could expose investors to unanticipated risks should the underlying assets perform poorly. Overall, investors must remember the importance of diversification. By not putting too many eggs in one basket, they can mitigate the risks associated with AIX's investment. If you have any questions, you can email me at nelson@innovestglobalwealth.com .
March 25, 2025
Have you ever thought about just how much money you need to be able to retire comfortably and live the life you dream of without struggling financially? This 'magic number' is the sum required for your unique retirement comfort, and it's highly individual. While there are general guidelines, your specific circumstances and aspirations are what truly matter. One of the strategies that can help you find this 'magic number' is the Retirement and Savings plan. This retirement and savings plan offers outstanding long-term benefits that meet the needs of our clients during retirement and beyond, assist in funding their children's higher education, and deliver considerable financial advantages upon the plan holder's death, ensuring the family benefits from a meaningful legacy. In this article, I will present an internationally acclaimed award-winning retirement and savings plan that has consistently performed for over two decades—a plan that ensures the safety of your principal and is straightforward to access, making your investment journey simple and hassle-free. With this plan, you can rest assured that your financial future is secure. What is a Retirement and Savings Plan? A retirement and savings plan is an investment strategy for long-term wealth accumulation, investment, and eventual withdrawal of funds aimed at securing a financially stable future or retirement. A key element of this plan is the commitment to regular contributions over a predetermined period, which plays a crucial role in its success. A retirement plan is your strategy for ensuring a fulfilling life once you transition from the workforce or at least step away from a full-time job. However, experience has taught us that it is not all about money. Contributions can be scheduled monthly, quarterly, semi-annual, or annual, giving you the flexibility to choose what works best for your financial situation. This flexibility empowers you to manage your finances according to your unique circumstances, aligning with your long-term financial goals. The primary objective of a retirement and savings plan is to provide a safety net for your financial future. It's about securing monetary stability and maintaining a comfortable lifestyle in retirement, even when your employment income ceases to exist. With this plan in place, you can rest assured that your financial goals are within reach. At Innovest Global Wealth, we excel in guiding African expats, high-net-worth individuals, and sophisticated investors in starting to invest for their future retirement, their children's future education, and any other unforeseen expenses. The most popular plan our clients have invested in is the International Award-winning S&P 500 Index Retirement and Savings Plan. This plan, which has consistently performed for over two decades, offers outstanding long-term benefits, ensures the safety of your principal, and is straightforward to access, making your investment journey simple and hassle-free. The S&P 500 Index Savings and Retirement Plan The S&P 500 (Standard and Poor's 500) is a prominent stock market index that monitors the performance of 500 top-tier companies listed on U.S. stock exchanges. The S&P 500 Retirement and Savings Plan is a stable and reliable investment option. It effectively aligns the investor's capital with the performance of the top 500 companies traded on U.S. stock exchanges. Historical Performance of S&P 500 Index Plan. Many of our African clients have chosen to invest in the S&P 500 plan due to its impressive average yearly return of 11.95% over the past 50 years, as of the end of February 2025. This return surpasses that of many investment strategies in Africa, offering superior growth relative to local currency options and instilling optimism in our investors. The S&P 500 Index has consistently been recognised as the 'Best International Savings Plan' by International Investment and International Adviser, two leading publications for international independent financial advisors and wealth management professionals serving expatriate and cross-border clients worldwide. Key Features of the S&P 500 Index Plan Principal protection : It offers Principal protection derived from structured notes provided by highly rated financial institutions. No downside risk: Ability to participate in stock market growth without the downside risk. Tracking S&P 500 Index: 1 00% Participation in the growth of the S&P 500 Index Flexible Plans: Flexibility in choosing a plan that fits individual needs with 10, 15, and 20-year options. Currency: Investment opportunity is USD denominated. Minimum Contribution: $200 per month or $2,400 per year How Much Do You Need to Retire? Your 'magic number', the sum required for your unique retirement comfort, is highly individual. While there are general guidelines, your specific circumstances and aspirations are what truly matter. Understanding and planning for your 'magic number' is crucial for a comfortable retirement. Reach out to us to discover your personal 'magic number' and the amount of savings needed to achieve it. We will provide you with detailed guidance on the following topics: the steps to retirement planning, which include assessing your current financial situation, setting retirement goals, creating a retirement plan, and regularly reviewing and adjusting your plan; the estimation of future expenses, and the determination of your comfortable retirement 'magic number'. We'll help you understand the importance of each step and how it contributes to your overall retirement strategy. Contact us today for your retirement and savings plan. info@innovestglobalwealth.com or whatsapp / call +256773488765 www.innovestglobalwealth.com
March 18, 2025
Tailored Investment Strategies for New and Savvy Investors in 2025. The long-awaited investment outlook for 2025 is now here. We have conducted thorough research, studying the first two months of 2025, to provide a reliable glimpse of what investors can expect in 2025. Last year, we advised our clients to 'Kick off 2024 with an investment in Meta Platform Inc. stock,' as stated in our article dated 29th January 2024. At the time, the price of Meta Platforms Inc. was $394 per share, and our conservative projection anticipated that the minimum growth price of Meta would be $516 by 2025. As of today, Meta stands at $607. Achieving a remarkable 35% growth for investors in just one year. Now, IGW is here to showcase opportunities that investors should consider in 2025. Current Investment Environment The stock markets have experienced a decline thus far in 2025, and panic news has been rampant throughout the investment sector. Sharp declines in the portfolios of numerous investors who primarily invested in the US stock market, or the S&P 500 tracker fund are being observed. The current global political environment is partially contributing to the proliferation of alarm news, particularly considering the potential for a trade conflict between the United States and China, Mexico, and Canada, as well as the ongoing conflict in Gaza and Ukraine. However, it's important to note that the investment industry is renowned for providing unforeseen benefits during periods of uncertainty, and these times can also present unique opportunities for those who are prepared to seize them. Savvy Investors If you are currently invested in the Stock Market and noticing a decline in your portfolio, we encourage you to remain calm and avoid making panic sell decisions. We are happy to have a conversation with you regarding your existing portfolio and how to navigate the current decline. It is essential to assess your investment risk, determine your comfort level with various risks, and explore strategies to mitigate current losses. A decline in your portfolio today does not equate to a permanent loss; therefore, consider a long-term perspective. For your upcoming investments in 2025, we encourage you to prioritize diversifying into income-generating products such as "A-listed" corporate and government bonds, some mutual funds, some alternative assets and investing in defensive stocks. Defensive stocks are shares that deliver reliable returns via steady dividends, irrespective of the ups and downs in the broader market. These stocks are associated with sectors that consistently generate products in demand, regardless of prevailing market circumstances. Diversification can help spread your risk and potentially increase your returns. If you are interested in diversifying your portfolio and exploring bonds or alternative assets, please get in touch with us for a discussion. We can help identify which options align with your investment risk profile. Currently, we have available USD-denominated bonds that yield between 6% and 11% annually, requiring a minimum investment of $50,000 to $200,000. We are aware that confident and savvy investors favor stocks over bonds. If you're looking to diversify into defensive stocks, we've compiled a list of our preferred options for 2025. These stocks have a history of performing well in challenging market conditions and are part of Morningstar's US Defensive Super Sector, which includes the consumer defensive, healthcare, and utilities sectors. This should give you a sense of optimism about the potential growth of your investment. Below are the IGW's defensive stocks to consider diversifying into; TransDigm Group (TDG) HEICO Corporation (HEI) Curtiss-Wright Corporation (CW) Woodward (WWD), BWX Technology (BWXT) Cadre Holdings (CDRE) The Estee Lauder Companies (EL) Anheuser-Busch InBev (BUD) Pfizer (PFE) Ambev (ABEV) Roche Holding (RHHBY) New Investors For new investors who are just starting in the Stock Market and have yet to make their first investment, now is the time to consider entering the market. With stock prices currently low, there is a significant opportunity to realize substantial returns when the markets rebound. We can provide insights on stocks worth your attention; for example, Nvidia Corp, Meta Platforms Inc, Tesla Inc, Palantir Technologies, Constellation Energy Corp, Zscaler Inc, Arms Holding PLC, and Vistra Corp are all highly recommended options. For comprehensive insights regarding the above-mentioned stocks, reach out to us and seize this potential for substantial returns. For inexperienced investors who are concerned about the stock markets, we recommend considering the bond market. Here, you can find a range of government and corporate bonds denominated in USD, offering annual returns between 6% and 11%, depending on your risk level. These bonds can be a reliable source of income during market downturns. Our clients have access to bonds with a minimum investment of $50,000, a significantly lower threshold than the typical $ 200,000 minimum. The process of investing in bonds is straightforward and our team is here to guide you through it. Retirement and Savings Plans One investment opportunity that often goes overlooked is retirement and savings plans. These plans represent excellent long-term opportunities that address the requirements of our clients throughout their retirement and after their careers, support their children's university education, and provide substantial financial benefits upon the plan holder's passing, allowing the family to receive a significant inheritance. Several of our clients have taken the initiative to establish savings plans for their children, envisioning a future where they can provide them with startup capital for their entrepreneurial ventures post-university. The starting requirement for the savings plans is $200 monthly, available for terms of 5, 10, and 15 years. With the potential for significant growth and prosperity, these plans offer our clients a hopeful outlook on their financial future. Other Stocks To Consider Ultimately, which low-priced stocks have the potential to transform an investor's future over the next 5 to 10 years? At Innovest Global Wealth, we are passionate about analyzing and tracking trends. Currently, the investment landscape is optimistic regarding technology stocks, artificial intelligence, and electric vehicles. However, for those with a long-term perspective, we recommend allocating a portion of investments to quantum computing stocks, including D-Wave Quantum Inc., Quantum Computing Inc., Rigetti Computing Inc., and IONQ Inc. This long-term perspective should instill a sense of patience and commitment to the investment strategy. These quantum computing stocks signify a transformative technology poised to elevate and refine computing capabilities, presenting the opportunity for returns that could surpass 300% over a 5 to 10 year timeframe. We hold a positive outlook on several other stocks, including Recursion Pharmaceuticals, Duos Technology Group Inc., Archer Aviation Inc., and Super Micro Computer Inc. Please book an appointment with us to receive comprehensive information regarding the 2025 investment outlook. We will simplify and tailor an investment strategy for you. At Innovest Global Wealth, we aim to provide critical insights into the financial industry. However, our opinions are solely for informational purposes and should not be interpreted as investment advice. Any investor considering investing should contact a professional investment advisor or contact us directly.
March 10, 2025
The volatility in the US stock market over the past few weeks has intensified discussions about the possibility of another downturn or Stock Market Crash. Numerous investors may be contemplating their next steps or seeking ways to safeguard their portfolios. Innovest Global Wealth aims to deliver essential insights, but this should not be considered investment advice; it is solely for informational purposes. What is a Stock Market Crash? A Stock Market Crash is a rapid and substantial drop in stock values across all sectors of the stock market that results in a significant loss in investment portfolios and wealth. The Stock Market Crash typically results from a combination of economic factors, widespread panic selling, and the prevailing mindset of investors who adhere to financial bubbles and speculation. What is Happening now? The main question that comes from investors who have made substantial investments in the US stock market or the S&P 500 tracker fund is that the majority of their portfolios have experienced a considerable decline in the past few weeks. The United States has a new President whose policies have both positive and negative effects on the stock market. Additionally, the Ukraine conflict is a factor. However, it appears that the majority of investor concerns are focused on the potential for a US trade conflict with China, Mexico, and Canada. Lastly, a Federal Reserve pause in interest rate reduction is becoming more probable, as tariffs are anticipated to drive up short-term inflation in the United States. This is even more so given that inflation in the United States has been increasing from 2.5% to 3% since August 2024. Is a stock market crash imminent? Considering the current factors, should we anticipate a stock market crash soon? At Innovest Global Wealth, we hold the view that while possibilities exist, our analysis indicates that a market correction is significantly more probable than a complete market crash. A market correction is a short-term decline in stock prices, usually less than 20%, that is a normal part of the market cycle. On the other hand, a market crash is a sudden and severe drop in stock prices, often more than 20%, that can lead to a prolonged bear market. This observation is grounded in the historical trend that, typically, the stock market experiences an upward trajectory in two out of every three years. Both 2023 and 2024 have yielded outstanding outcomes. During this timeframe, the S&P 500 experienced a remarkable increase of 55%, while the Nasdaq 100 surged by an impressive 90%. Investors should shift their focus away from concerns about market volatility, whether it be crashes, corrections, or movements in either direction. Instead, they ought to concentrate on developing a robust investment strategy that identifies quality stocks at attractive prices. For instance, stocks of companies with strong fundamentals and a history of consistent growth can be considered quality stocks. It's essential to understand which stocks to hold and for what duration while also ensuring a well-diversified portfolio that includes stocks, bonds, and other investment vehicles. Investor Mindset During Stock Market Crashes or High Stock Market Volatility It is instinctive to consider selling your holdings or position when the stock market experiences a slump, and your portfolio's value takes a significant hit. That is understandable, but perhaps not the best decision. Instead, a savvy investor must ask the following questions, "What actions should I avoid?" Our straightforward response is: Remain calm, Do Not Panic. The next question could be, "Is it wise to buy more stocks?" The response is that it may depend on the last question, "Am I prepared to expose my portfolio to a potential further or total loss?" The key consideration here is understanding your risk tolerance, which is the amount of risk you are comfortable taking with your investments. It's important to align your investment decisions with your risk tolerance to avoid making hasty or emotional decisions during market volatility. Why Stay Calm and Avoid Panic Selling Panic selling is a widespread selloff of a stock, a sector, or an entire market due to fear, rumour, or overreaction rather than reasoned analysis. At Innovest Global Wealth, we advise our clients to know and understand their risk tolerance and how volatility or price swings will impact them before beginning any investment. This understanding will make investors feel more informed and prepared, reducing the likelihood of making hasty or emotional investment decisions. Seasoned investors maintain calmness in such situations to prevent panic selling of stocks, which frequently leads to substantial losses during market slumps. This cements losses and hinders potential profits when markets recover. Nevertheless, stock markets are renowned for their tendency to rebound over time; hence, panic selling may transform a temporary market decline into a permanent loss. For instance, in the aftermath of the 2008 financial crisis, the market witnessed a significant downturn, leading to panic selling among investors. However, the market started recovering in March 2009, eventually surpassing its previous highs. This recovery highlights the calmness of experienced investors, who maintained their long-term objectives, resulting in exponential portfolio growth. Similarly, when the S&P 500 experienced a staggering 35% decline in just over four weeks in March 2020, it marked the stock market's entry into a bear market for the first time in 11 years due to the global pandemic. The S&P 500 index, despite the odds, displayed remarkable resilience, swiftly recovering from its lows and achieving record highs on multiple occasions since then. In 2022, the equity markets saw a decline from the peaks reached post-pandemic, with fluctuations continuing into 2023. However, during the initial six months of 2024, it achieved additional record highs, further instilling hope in the market's recovery. What opportunities and stocks should investors consider in 2025? At Innovest Global Wealth, we have been encouraging our clients to closely monitor Nvidia and Meta Platforms, two leading players in the technology sector. However, we understand that the best opportunities are often overlooked. Therefore, we encourage investors to read our next article, where we shall project the investment landscape for 2025. This will highlight which stocks, bonds, and alternative investments to consider, all while effectively managing risk. So, stay tuned for our next article! 
September 17, 2024
Innovest Global Wealth Passes Annual Anti-Money Laundering Certification We are excited to announce that our team at Innovest Global Wealth (IGW) has once again successfully completed the annual Anti-Money Laundering (AML) training, marking a significant achievement in our ongoing commitment to maintaining the highest standards of integrity and compliance. This certification, awarded by Investors Trust, highlights our dedication to protecting our clients, investors, and stakeholders from financial crimes and ensuring compliance with international regulatory standards. The AML course rigorously tests our team’s knowledge and preparedness to detect and prevent money laundering activities in the financial sector. At IGW, we believe that safeguarding financial systems against unlawful activities is crucial to building a secure and trustworthy environment for wealth management. By consistently staying ahead of regulatory requirements, we reinforce our position as a responsible and dependable wealth management firm. This achievement underscores our continuous effort to remain compliant with the evolving legal landscape while enhancing our expertise in global wealth management practices. What this means for our clients: Enhanced Trust: Our clients can rest assured knowing that IGW takes proactive measures to safeguard their investments by adhering to the highest standards of compliance. Increased Security: Our AML certification ensures that we are fully equipped to protect clients' assets and avoid risks associated with financial crimes. Professionalism: Our certified team continues to maintain up-to-date knowledge and skills necessary to manage the wealth of high-net-worth individuals with the utmost diligence. We look forward to continuing to serve our clients with the same level of excellence, ensuring that we meet both their financial needs and the strictest regulatory requirements. Stay Compliant, Stay Secure.
September 12, 2024
Innovest Global Wealth is proud of its Big Picture Approach. We have formed partnerships with top investment providers that boast a collective wealth and asset management experience of over 50 years. When engaging with our customers, we go beyond surface-level discussions and strive to gain a deep, comprehensive understanding of their overall goals. We aim to understand how their fundamental values and needs align with the selected investments. Utilising our extensive global network, we conduct thorough research to develop our in-house perspective. What exactly do investment providers and asset management firms entail? Investment Providers or Asset Management firms are companies or organisations that specialise in managing assets and providing a wide range of financial products and services to both individual and institutional investors. These investment providers are experts in managing assets and maximising wealth by strategically acquiring, maintaining, and trading investments with growth potential. As a result, investors can benefit from the wide range of financial markets, investment opportunities, and expert asset management offered by these firms. Innovest Global Wealth does not manage customer’s funds or does not offer asset management services. We, however, connect our customers to the top asset management firms worldwide. Investment providers play an important role in the financial ecosystem as they enable individuals to invest in a wide range of securities, such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They can vary from banks, brokerage firms, and mutual fund companies to investment advisory firms and online trading platforms. The primary responsibilities of investment providers encompass: Providing Investment Products : They offer a variety of investment options tailored to meet various risk tolerances, investment goals, and timeframes. It can involve a variety of investment options, such as mutual funds, stocks, bonds, ETFs, and other sophisticated financial instruments. Asset and Portfolio Management: Numerous investment providers offer asset and portfolio management services, where they assume the responsibility of overseeing an investor’s portfolio according to mutually agreed-upon goals and risk tolerance. Part of the responsibilities may include making investment decisions for the client, which can encompass activities such as purchasing and selling securities, adjusting portfolio allocations, and implementing strategic asset distribution. Investment Advice: Investment providers frequently provide advisory services, offering personalised guidance to assist investors in making well-informed decisions. Our services encompass a wide range of financial planning options, including personalised strategies for retirement, tax planning, and various investment-related advice. Market Access and Execution: They offer the necessary infrastructure and technology for investors to access financial markets and carry out trades conveniently. Our responsibilities encompass the maintenance of trading platforms, guaranteeing adherence to regulatory requirements, and facilitating seamless transactions. Research and Analysis: Investment providers usually provide comprehensive research and analysis on a wide range of investment opportunities, market trends, and economic outlooks. This information is precious for investors who want to make investment decisions based on data. Educational Resources: Providers offer a range of educational materials, workshops, and seminars to help investors gain a better understanding of the markets and make well-informed decisions. These resources cover investing basics, advanced trading strategies, and financial management. Therefore, deciding on the perfect investment provider is crucial for individuals seeking to safeguard and increase their wealth. Investment providers play a vital role in connecting your financial objectives with the complicated world of investment opportunities. Choosing the right investment provider offers more than just a wide selection of investment options. It also provides you with valuable resources like market analysis, personalised advice, and strategic planning tools. In addition, a knowledgeable investment provider takes into account your risk tolerance and investment objectives. Ultimately, the connection you establish with your investment provider is crucial in your pursuit of financial growth and security. Investment Platforms Investment platforms have completely transformed the way individuals and institutions can access and manage their investments. These platforms have harnessed technology to provide services that are easy to use, streamlined, and affordable, making investing accessible to people at all levels. Investment platforms provide a convenient solution for portfolio management, offering a diverse selection of investment options and executing trades at more affordable rates than traditional providers. Innovest Global Wealth has formed partnerships with top international Investment Platforms, providing our customers with Access to a diverse range of products that are not typically available through traditional banking channels in Africa. Most of the top Asset Management firms and investment providers are available on investment platforms, and the companies offering investment platform technology rigorously vet these firms and providers. Innovest Global Wealth Customers have Access to the following Asset Management Firms and Investment Providers. Some of the world’s most respected investment firms have been selected to manage our customer’s investments. These firms have expertise in managing virtually every available investment alternative. BlackRock : Boasting a staggering $10 trillion in assets under management as of December 31, 2023, it stands as the unrivalled titan of the asset management world. With a history dating back to 1988, they provide a diverse range of investment products and services to individuals, companies, and governments. BlackRock is widely recognised for its global reach and diverse investment portfolio, which includes bonds, stocks, equities, fixed income, mutual funds, ETFs, and alternative investments. The company is known for its forward-thinking approach to investment management. AllianceBernstein is a renowned global asset management firm that has been successfully operating since 1967. It specialises in offering investment management and research services to a wide range of clients, including institutional, high-net-worth, and retail investors worldwide. As of December 31, 2023, it manages a staggering $725 billion in assets. Franklin Templeton Investments is a renowned global investment firm that was established in New York City back in 1947 under the name Franklin Distributors, Inc. It is publicly traded on the New York Stock Exchange with the ticker symbol BEN. As of December 2023, their Assets Under Management stand at an impressive 1.37 trillion dollars. They provide customers with a wide range of products, including stocks, ETFs, mutual funds, bonds, alternative investments, and more. JP Morgan Asset Management: JP Morgan’s renowned private banking franchise and asset management division are globally recognised for their substantial total assets. Their assets under management exceed 3 trillion dollars. Customers have shown a strong preference for structured funds, mutual funds, ETFs, and bonds among their wide range of products. Morgan Stanley: Founded in 1935, this investment bank boasts assets under management exceeding 3 trillion dollars. Similar to JP Morgan, they provide customers with a diverse selection of products. However, our customers have shown a greater preference for their structured funds, mutual funds, ETFs, and bonds. Our customers have access to a wide range of other products offered by other international investment providers, including GAM asset management company, MAN Group, MFS Investment Management, Ninety One, PICTET, Schroders, Bowmoor Capital, the S&P 500 indexes, International Government Bonds, Corporate Bonds, Dominion Capital Strategies Funds, and many more. Innovest Global Wealth can help you find an answer; whatever stage of life you’re at, we can guide you through the opportunities and challenges you face. Your investment goals may be different, but we are here to make them a reality. Do not be pained by financial indecision; contact us now and schedule a meeting with one of our experienced wealth managers.
September 6, 2024
Nvidia (NVDA) reported impressive earnings on Wednesday, August 28th, 2024, after the market closed, exceeding revenue and profit expectations for the second quarter. This strong performance is a testament to Nvidia's resilience and market position. Despite this, Nvidia shares experienced a decline after the release of their quarterly report, leading to some investor concern. Let's delve into the analysis to provide reassurance.
August 14, 2024
August 28th, 2024 will be a day of great anticipation for traders around the globe, as they eagerly await the highly anticipated financial announcement from Nvidia, the renowned AI giant.With his vast knowledge and significant impact, Jensen Huang, a trusted figure in the industry, is poised to provide valuable insights into the rapid expansion of AI chips and the increasing demand for them in the coming years. This event is expected to be a major milestone for the tech industry, so stay tuned. The event will provide valuable insights into the exciting realm of AI and the potential it holds for the future of technology. Investors and analysts will have the opportunity to gain insights and make projections about the future of AI investments within the next 2 to 5 years. There are numerous companies in the AI industry that contribute to the value chain. The potential of investments in AI is vast, promising a future filled with brightness and optimism. In addition, there is great promise for the Nvidia stock to maintain its positive trajectory. Innovest Global Wealth will provide a detailed analysis of the announcement on 29th August 2024.
August 7, 2024
Empower yourself with the knowledge that investing in U.S. Treasury bonds is not just a possibility but a reality, even from Africa or Asia. The world of investment is at your fingertips.  When you invest in U.S. Treasury bonds, you're essentially lending money to the U.S. government, a government that has always honoured its debts. This historical reliability instils trust and makes U.S. Treasury bonds the lowest-risk investments you can own in your portfolio. Understanding your risk profile is essential before embarking on any investment. To assist you in assessing your risk tolerance, we offer the complimentary Innovest Investment quiz. Take our Free IGW quiz below to receive your answers.
August 6, 2024
In the past month, Nvidia stock prices have plummeted by more than 20% from their peak. This drastic decline has left many investors pondering the potential impact on their portfolios and whether it's a time to seize a buying opportunity or brace for further decline in Nvidia's stock. Today, we delve into the reasons behind Nvidia's stock price decline and conduct a thorough evaluation. This analysis will help you determine whether it's prime time to buy or sell. The global stock markets experienced a significant decline, with the S&P 500 dropping by 3%, the Dow Jones Industrial Average falling by 2.6%, and the Nasdaq Composite experiencing a 3.4% decrease. This marked a significant decline for the S&P 500 and Dow, the largest single-day percentage drop since 2022. As a result, not only has the Nvidia stock price experienced a decrease, but numerous other stocks have also suffered more significant losses, highlighting the gravity of the situation. Understanding the entire supply and distribution chain of companies is crucial when evaluating stock price declines. Let's now focus on Nvidia's primary customer base and its stock status. It is public knowledge that Nvidia's dominance in the AI chips market, offering cutting-edge GPU solutions for AI applications, is a critical factor in the tech world. Amazon, Meta Platforms, Microsoft, and Alphabet, as Nvidia's top clients, contribute to about 40% of its revenue. These tech giants play a significant role in driving Nvidia's financial success. OpenAI and Tesla, among others, also rely on Nvidia's revolutionary chips for their groundbreaking advancements. It's important to note that Nvidia's advancements in AI chip technology have not just fuelled growth but also fostered significant innovation within the technology industry.  Here is a chart displaying the stock performance of Nvidia's primary customers.
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