INSIGHTS

Market Insights from our desk

Research notes, portfolio commentary and investor education published by the Remedy Wealth Exchange analyst team.

MARKET COMMENTARYPORTFOLIO STRATEGYRESEARCHRISKDIGITAL ASSETSINVESTOR EDUCATION
MARKET COMMENTARYSep 2, 20266 min read

Equity Markets Hold Firm as Rate Expectations Reset

Global equities absorbed a shift in rate expectations this quarter. We break down what the repricing means for balanced portfolios and where our desk sees selective value in large cap shares.

Read the note
PORTFOLIO STRATEGY

Why Fixed Income Still Belongs in a Growth Allocation

High yield fixed income instruments continue to anchor drawdown risk while contributing steady accrual to total return.

Aug 26, 20265 min read
Read the note
RESEARCH

Reading Daily Yield: What the Number Actually Represents

A practical guide to interpreting daily yield across portfolio tiers, and how term length changes gross proceeds.

Aug 18, 20264 min read
Read the note
RISK

Principal Protection, Segregated Accounts and Custody Explained

A plain look at the three safeguards that sit behind every position opened on the platform.

Aug 9, 20267 min read
Read the note
DIGITAL ASSETS

Crypto Allocation Inside a Diversified Book

Position sizing, volatility budgeting and the case for treating digital assets as a satellite sleeve rather than a core holding.

Jul 30, 20265 min read
Read the note
INVESTOR EDUCATION

Compounding, Term Length and the Cost of Early Exit

How maturity dates shape realised return, and why holding a position to term matters more than entry timing.

Jul 21, 20266 min read
Read the note
INVESTOR EDUCATION

Building Your First Diversified Portfolio in Five Decisions

A step by step framework for a new investor: horizon, risk capacity, asset mix, contribution schedule and review cadence.

Jul 12, 20268 min read
Read the note
RESEARCH

Inflation and Real Returns: The Only Number That Counts

Nominal return tells you what changed in your account. Real return tells you what changed in your buying power.

Jun 30, 20265 min read
Read the note
PORTFOLIO STRATEGY

How We Select Holdings for Each Portfolio Tier

The screening process behind Core Equity, Growth, Balanced, High-Yield Fixed Income and Private Wealth.

Jun 18, 20267 min read
Read the note
MARKET COMMENTARY

Market Drawdowns: What History Shows a Long Term Investor

Falls of 10 percent are ordinary, falls of 20 percent are periodic, and both have historically been followed by recovery for diversified investors who stayed invested.

Jun 4, 20266 min read
Read the note

Put the research to work

Review how each portfolio is built, what it holds, and the risk it carries before you invest.