An article of interest in Monday’s Wall Street Journal cited the ongoing survey conducted byDeutsche Bank AG that tracks the value and total return performance of 70 different asset classes. Total returns include price movements and income received from items such as dividends, interest, and bond coupons. The asset classes followed are a diverse group that includes stocks, bonds, currencies, cryptocurrencies, credit markets and commodities. Deutsche Bank has been conducting this tracking survey since 1901. On average, the total returns from about 70 percent of the different asset classes tend to move in the same direction at the same time. So far in 2019, however, nearly 90 percent of them have shown positive total returns. Bitcoin l...
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.