Caravel Partners

Financial Literacy

How To Determine Your Risk Profile

This article is written by our partner company in Dubai, Kingsbury & Partners (https://kingsburyandpartners.ae/) and used with thanks. Understanding your risk profile is critical to building a portfolio that matches your goals, timeline, and comfort with volatility. Whether you’re a conservative or aggressive investor, knowing your risk tolerance helps guide smarter, more aligned investment decisions. […]

Read More
Demystifying Corporate Bonds

A corporate bond is a debt security issued by a corporation to raise funds for various purposes such as financing business expansion, paying off existing debt, or funding daily operations. In essence, it is a contractual agreement between the corporation (the issuer) and the bondholder (the investor) in which the corporation promises to pay periodic […]

Read More
Understanding Investment Appreciation

INVESTMENT TERMS In the realm of investing, a crucial concept to grasp is "investment appreciation," which encapsulates the growth in an investment's value over time. This phenomenon pertains to the disparity between the initial acquisition cost of an asset and its current valuation. This principle is applicable across various investment types, ranging from stocks, bonds, […]

Read More
Demystifying ESG in Investing

ESG stands for Environmental, Social, and Governance. This fashionable investment stance has replaced to a large extent the Western world's earlier fascination with 'ethical investing'. The three factors are used to measure the sustainability and societal impact of an investment in a company or business. The goal of ESG investing is to consider more than […]

Read More
How Does Venture Capital Work?

Venture Capital is a specialized form of investment that plays a crucial role in funding early-stage and high-risk companies with promising business ideas or innovative products. These startups often lack the necessary funding to turn their vision into reality, making them attractive prospects for venture capitalists. In essence, venture capitalists are individuals or firms that […]

Read More
What is a Bear Market?

What is a bear market? In the world of investing, you often hear terms like 'bull market' and 'bear market.' These terms refer to the general trends or direction in which a market is moving. A bear market is a condition in which securities prices fall 20% or more from recent highs amid widespread pessimism […]

Read More
Islamic Investment with Caravel Partners

Increasing numbers of Muslims require that their investments comply with Islamic teachings on what is permissible and impermissible with regards to finance. Caravel Partners provides Islamic managed portfolio solutions. You can find out more by contacting me at benedict@caravelpartners.net. What is Islamic Investment? Investment is allowed in Islam but it must meet the religious criteria […]

Read More
What is Fee-Based Financial Planning?

Introduction Fee-based financial planning is becoming an increasingly popular approach for individuals and businesses looking to take control of their financial futures. In an industry often perceived as opaque, fee-based services provide a transparent, tailored, and client-centric solution. But what exactly does this term mean, why should you consider it and for whom is it […]

Read More
The Investor’s Guide to Asset-Based Lending

Introduction In a world of diversified investment opportunities, asset-based lending (ABL) is emerging as an appealing option for investors seeking stable returns with mitigated risk. As part of Kingsbury & Partners’ commitment to delivering insights into innovative private market opportunities, this guide explores the fundamentals of ABL, its advantages, risks, and considerations for investors. What is Asset-Based […]

Read More
What is the Illiquidity Premium?

Introduction: The concept of the illiquidity premium is increasingly discussed in the context of private market investments. As investors search for higher returns, understanding this term can offer valuable insights into how certain asset classes function and why they may command higher yields. Defining the Illiquidity Premium: At its core, the illiquidity premium refers to […]

Read More
1 2 3 12

Speak with one of our team.

Contact Us

© 2024 Caravel Partners (Zambia) Ltd | Caravel Partners (Zambia) Ltd and Caravel Partners (Uganda) Ltd. are wholly owned by Caravel Partners Ltd., registered in the Seychelles with reg number 238002.

Caravel Partners (Zambia) Ltd is licensed by the SEC in Zambia - License No. IARL/23/52