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Bonds

As the largest securities market in the world, the Bond Market provides investors with virtually limitless investment options. Our private client advisors at Cantor Fitzgerald provide multi asset portfolio solutions when the mandate requires, and fixed income is a critical element of these portfolios by providing reliable income and reducing the volatility of the portfolios.

Shares

Shares represent ownership in a company or corporation. When you own shares in a company, you effectively own a portion of that company, and these shares can also be known as stocks or equity. When you buy shares, you become a shareholder. The number of shares you own determines your ownership stake in the company. When investing in shares, shareholders may be entitled to dividends from the company. These are a distribution of profits made by the company. Contact our Portfolio Managers to learn more about investing in shares.

Exchange-traded funds (ETFs) as an alternative to direct equities

An ETF is an investment fund traded on stock exchanges that provides exposure to a specific sector or geography of the market. ETFs are a cost-effective way to gain broad exposure to different areas of the market without having to hold an individually selected portfolio of single investments. Under EU regulations, we can only buy ETFs that are domiciled in the EU, and these funds are subject to fund exit tax rather than capital gains tax. We have a range of recommendations in this area.

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