Copia News

US Treasuries have been back in the news this week following the US’s intervention to prop up the yen in Japan. With Japan holding more US Federal debt than any other nation, the American’s can ill afford a situation where the yen drops so low they must sell off their US bonds.

While the US dollar remains the anchor of the global financial system, with dollar‑denominated assets forming the core of official foreign exchange reserves, recent data indicates a measurable shift in reserve composition (hence why Japan overtook China as the largest holder of US Treasuries in 2019) and, more importantly, in how incremental reserves are allocated…

Since I joined Copia back in April, I have been working with the team to review our proposition which in turn should help you better support your clients.
I am delighted that we will be heading into September with four new additions to strengthen our Sales and Investment teams. This is a big step forward on our path to get the right expertise to meet our ambitious plans for the future…

Having just passed her seven-year anniversary with Copia, we asked our Head of Operations, Marina Contato to take some time out of her busy day to reflect on her time with us!

After a prolonged period in which strong equity returns largely masked underlying risks, conditions have become more unsettled in recent years. Trade tensions and geopolitical uncertainty are now refocusing attention on volatility, with advisers once again having frequent conversations with clients about market shocks, sequencing risk (selling investments to support income payments) and investing during falling markets…

In fast‑moving financial markets, having a disciplined approach to managing risk is essential. Here at Copia we use a range of quantitative and qualitative tools to help guide portfolio decisions. One of the most important of these is our Risk Barometer; a structured, data‑driven indicator designed to help us assess fundamental market conditions and adjust equity exposure accordingly…

The ongoing situation in Iran has created a new wave of uncertainty for investors. One notable feature of the conflict has been the sheer volume of information being released, which has the potential to shift markets in the short term. History suggests that trying to time markets during periods of volatility is rarely a reliable strategy…