THINKING OUT LOUD

Time for Tactical Change

When it comes to managing assets, capital and investments, I am advising clients to start addressing the following topics:

 

liquidity

control & custody of your assets &

positioning for the next move/opportunity

 

Liquidity allows you to exit and enter assets easily/quickly. This also allows (forgives) you to be wrong. Think about this sentence for a moment.

Positioning yourself and your money is something that occurs at the further reaches of a “cycle”.

 

n.b. There are moments when credit markets aren’t always “open”.

I’ll expand on these topics later in the week.