Invest Outside the Box

1. Front Matter

   Pages i-xxiii

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2. Part I

   1. Front Matter

      Pages 1-1

      PDF

   2. Cash, Bank Deposits, and Interest Rates

      • Tariq Dennison

      Pages 3-8

   3. Bonds, Fixed Income, and Money Markets

      • Tariq Dennison

      Pages 9-53

   4. Real Estate and Property

      • Tariq Dennison

      Pages 55-73

   5. Equities and Stock Markets

      • Tariq Dennison

      Pages 75-88

   6. Currencies and Foreign Exchange Markets

      • Tariq Dennison

      Pages 89-113

   7. Alternative Assets from Gold, Commodities, Art, Fine Wine, and Other Collectibles to Private Equity and Hedge Funds

      • Tariq Dennison

      Pages 115-152

3. Part II

   1. Front Matter

      Pages 153-153

      PDF

   2. Diversification and Portfolio Construction: Maximizing Return and Minimizing Risk

      • Tariq Dennison

      Pages 155-178

   3. Indexes, Benchmarks, Mutual Funds, and ETFs

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      Pages 179-208

   4. Blockchain and Cryptocurrencies

      • Tariq Dennison

      Pages 209-225

4. Part III

   1. Front Matter

      Pages 227-227

      PDF

   2. International Investing and the Importance of Breaking the Country Box

      • Tariq Dennison

      Pages 229-277

   3. Behavioral Investing That Breaks the Boxes

      • Tariq Dennison

      Pages 279-290

5. Back Matter

   Pages 291-299

   PDF

This book is a practical and concise guide to major asset classes, investment strategies, and foreign markets. For investors familiar with one “box” of investments, this book serves as a non-technical introduction to other “boxes” worth diversifying into, such as bonds, real estate, private equity, cryptocurrencies, and Chinese A-shares. Readers with no prior finance background will find this book an accessible entry point to investing.  Written by a practitioner, this volume can serve as course material for introductory investing classes or as an on-the-job guidebook for professionals and practicing investors.

• Asset Allocation
• International Investing
• Multi Asset Class Investing
• Bonds and Bank Deposits
• Real Estate
• Owning Equity in Profits and Growth
• gold, commodities, and other assets
• Diversification and Asset Allocation
• Top-Down vs Bottom-Up
• Growth Investing
• Value Investing
• Credit Style vs. Equity Style
• Ethical Investing
• Mutual Funds
• Hedge Funds
• Closed-end Funds
• Investment-linked Insurance
• Exchange-traded Funds
• Tax Treatment
• investments and securities

“I give this book to my sales, trading, and legal teams as a great foundation to build market and product knowledge.” (Bill Bamber, Managing Director, Structured Investment Products, Canadian Imperial Bank of Commerce, CIBC)

“An excellent logical and explanatory guide to the assets and strategies available to investors globally.” (Emanuel Derman, Columbia University)

• GFM Asset Management, Hong Kong, Hong Kong

  Tariq Dennison

Tariq Dennison is a Hong Kong based fund manager and pension advisor investing retirement accounts across global stock, bond, and alternatives markets. An American raised in Europe and long resident in Asia, Tariq has a lifelong natural interest in interest rates, foreign currencies, and frontier and out-of-favor markets. He has worked at Accenture, Commerzbank, Bear Stearns, J.P. Morgan, CIBC, and Société Générale in San Francisco, New York, Toronto, London and Hong Kong, before starting GFM Asset Management in 2014. Tariq teaches fixed income and alternative investments at ESSEC Business School in Singapore, CFA Singapore, and the Hong Kong Society of Financial Analysts, and holds a Bachelor’s degree from Marquette University and a Master’s in Financial Engineering from the University of California at Berkeley’s Haas School of Business. 

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