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Friday, 29 October 2021

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Citi

Citi is one of the world’s largest bank’s offering wealth management services in Australia.

With a global network spanning 160 countries our team of experts can draw from an extensive array of services and investment opportunities. Our dedicated relationship managers are fluent in over 11 languages and can provide access to over 1,600 local and international bonds across multiple industries and currencies, revolutionary foreign exchange solutions and structured investments tailored to the client’s requirements. Our investment products are best suited to wholesale clients with $2.5 million in net assets or annual income of $250,000.

Please visit our wealth pages to learn more, or visit our Insights hub for the latest news on markets, investing and wealth management.

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How are high net worths investing and thinking now?

Citi research delves into how high net worth investors are feeling in the current market, and how they are investing during the drama of the pandemic. There is plenty of optimism and a willingness to stay invested.

10 quick points on Bitcoin, the wannabe that grew up

Bitcoin is at a tipping point. We could be at the start of massive transformation of cryptocurrency into the mainstream. Here are 10 observations on whether Bitcoin is a vital part on our financial futures.

Five factors driving the great Australian recovery

Australia’s economic recovery is expected to be strong in 2021. It may appear the local economy is lagging other countries as they recover but that is only because we are not starting from such a low base.

Four themes to set your portfolio for economic recovery

Sitting on the sidelines means missing the best days in the market and forgoing initial recovery periods that may include healthy index increases. Here are investment themes to guide through turbulence.

What we don't know: five strategies for uncertainty

While pundits make forecasts every day, Charlie Munger admits he has no idea where COVID-19 will lead us. Investors need to understand what we don't know and adapt their portfolios accordingly.

Citi’s Gofran Chowdhury: clients don’t think the worst is over

Citi's clients tap into their own views to find investments that suit their portfolios, often working across global boundaries. It's a search for solutions in a world with no risk-free returns.

Is it the end of cash for SMSFs?

The simple message to diversify is not new, but thousands of SMSF trustees focus only on equities and dividends. COVID-19 is encouraging SMSFs to consider different investment strategies.

Volatility is the new normal, so it’s time to adjust your portfolio

The impact of COVID-19 on investments shows there's no place for complacency in a world of VUCA (volatility, uncertainty, complexity, ambiguity). How often do you stress-test your portfolio?

How to make money at the end of a bull market

It's been a strong year for the stockmarket, and a good decade since the end of the GFC. However, there are signs the bull will stop running soon, and portfolios should be positioned in advance.

The merits of holding some cash in US$

Investors are looking overseas for investments more than ever, but most do not hold some of their cash in US$. It gives exposure to the world's leading economy, perhaps at a higher rate.

Four foreign exchange secrets for travelers

Many people put months of effort into planning a foreign trip, only to leave FX transactions to the last minute, including the worst sin of changing currency at the airport. There are better ways.

HNWs buying bonds as the yield curve inverts

The US inverted yield curve has many worried about whether it indicates a coming recession, but the Fed has moved to a more dovish stance. A diversity of equity and bond exposures is the best way to cope.

Floating rate bonds rise in popularity

With US interest rates on the rise and the prospect of Australian rates heading the same way, floating rate bonds have increased in popularity as they allow investors to benefit from increasing rates.

Retail FX: the last bastion of no competition?

Australian retail customers typically still pay a hefty fee on FX transactions at the airport or through the banks. Fintech solutions are more competitive, and global banks are also offering multi-currency accounts.

Sponsor White Papers

Citi’s guide to foreign exchange

Every day more than $US5 trillion worth of currency is exchanged globally, making foreign exchange, commonly referred to as Forex, the world’s largest financial market.

  • Citi
  • 3 October 2019
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House prices surge but falls are common and coming

We tend to forget that house prices often fall. Direct lending controls are more effective than rate rises because macroprudential limits affect the volume of money for housing leaving business rates untouched.

Survey responses on pension eligibility for wealthy homeowners

The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?

100 Aussies: five charts on who earns, pays and owns

Any policy decision needs to recognise who is affected by a change. It pays to check the data on who pays taxes, who owns assets and who earns the income to ensure an equitable and efficient outcome.

Three good comments from the pension asset test article

With articles on the pensions assets test read about 40,000 times, 3,500 survey responses and thousands of comments, there was a lot of great reader participation. A few comments added extra insights.

The sorry saga of housing affordability and ownership

It is hard to think of any area of widespread public concern where the same policies have been pursued for so long, in the face of such incontrovertible evidence that they have failed to achieve their objectives.

Two strong themes and companies that will benefit

There are reasons to believe inflation will stay under control, and although we may see a slowing in the global economy, two companies should benefit from the themes of 'Stable Compounders' and 'Structural Winners'.

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