Global outlook: rates, inflation and the next cycles
How central bank moves are redrawing the opportunity map between fixed income and equities.
Read analysis →Dollarizing your wealth: when and how much
A practical framework to size the international share of your portfolio.
How much of your wealth should be in hard currency? The right answer depends less on FX forecasts and more on each investor's life structure.
Our framework starts with three questions: which future expenses will be in another currency (education, real estate, retirement)? How correlated is your income with the local cycle? And what is your tolerance for short-term FX volatility?
For most profiles, a healthy international share sits between 15% and 40% of the portfolio — implemented gradually, without trying to time the currency's entry point.
Nexan's structure allows offshore investing with accounts and custody at regulated institutions, proper tax planning and consolidated reporting. Past performance is not a promise of future results.
Featured insights
Global equities: where the quality premium lives
Sectors and geographies with the best risk-reward for long-term investors.
Read analysis →Fixed income beyond the obvious: credit and inflation
Inflation-linked structures and selected private credit as engines of real return.
Read analysis →