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Financial Intermediaries
Financial Intermediaries
We offer a traditional suite of high conviction, global multi-asset portfolios actively managed under the transparent and efficient managed account structure.
Combining proprietary research and a focus on risk management, the portfolios
have a strong track record of outperformance with our staff invested alongside you.
Drummond Capital Partners act as an outsourced investment team, providing institutional portfolio management services.
With over 80 years of global investment management experience, we seek to be proactive in guiding and overseeing the long-term stewardship of your family interests and capital.
Investors are increasingly taking on higher investment risk to achieve double digit returns. The Fund is available for wholesale investors seeking double digit returns over the long term and liquidity.
With a broad global opportunity set, the Fund is diversified across asset class and strategy complemented by tactical and hedging overlays with a strong focus on risk management.
It is almost impossible to overstate how much changed for financial markets last financial year. With the benefit of hindsight it is now clear to see that after more than a decade of low-flation, the combination of pandemic stimulus, low interest rates, a lockdown induced global supply chain crisis and the commodity price spiral from Russia’s invasion of Ukraine kicked inflation almost everywhere to the highest rates in decades. Suddenly, inflation was a problem and central banks needed to respond. The 10-year investment outlook is anything but benign.
It is almost impossible to overstate how much changed for financial markets last financial year. With the benefit of hindsight it is now clear to see that after more than a decade of low-flation, the combination of pandemic stimulus, low interest rates, a lockdown induced global supply chain crisis and the commodity price spiral from Russia’s invasion of Ukraine kicked inflation almost everywhere to the highest rates in decades. Suddenly, inflation was a problem and central banks needed to respond. The 10-year investment outlook is anything but benign.
It is almost impossible to overstate how much changed for financial markets last financial year. With the benefit of hindsight it is now clear to see that after more than a decade of low-flation, the combination of pandemic stimulus, low interest rates, a lockdown induced global supply chain crisis and the commodity price spiral from Russia’s invasion of Ukraine kicked inflation almost everywhere to the highest rates in decades. Suddenly, inflation was a problem and central banks needed to respond. The 10-year investment outlook is anything but benign.
The US equity market has now entered its third bear market (greater than 20% market sell-off) in under four years – the quickest hat trick in at least 120 years. Global equity markets have been under pressure all year, largely due to persistent inflation and the resultant tightening in monetary policy from central banks globally. In this month’s Insight, we take a deep dive into equity bear markets and their drivers.
The US equity market has now entered its third bear market (greater than 20% market sell-off) in under four years – the quickest hat trick in at least 120 years. Global equity markets have been under pressure all year, largely due to persistent inflation and the resultant tightening in monetary policy from central banks globally. In this month’s Insight, we take a deep dive into equity bear markets and their drivers.
Given how sticky inflation has been, central banks appear extremely committed to getting these inflationary pressures under control while a number of structural factors suggest inflation is unlikely to remain elevated in the decade ahead, particularly low potential economic growth and high global debt burdens. As a result, bonds should continue to provide portfolio diversification and reduce overall portfolio volatility when times are tough for equity markets. In this note we discuss why bonds can again play a role in diversified portfolios after suffering one of their biggest declines in decades.
Given how sticky inflation has been, central banks appear extremely committed to getting these inflationary pressures under control while a number of structural factors suggest inflation is unlikely to remain elevated in the decade ahead, particularly low potential economic growth and high global debt burdens. As a result, bonds should continue to provide portfolio diversification and reduce overall portfolio volatility when times are tough for equity markets. In this note we discuss why bonds can again play a role in diversified portfolios after suffering one of their biggest declines in decades.
Commodity prices have been trending higher since the middle of 2020, driven largely by the improvement in global growth post Covid lockdowns. However, since the Russian invasion of Ukraine, price rises have become extreme. In this month’s Insight, we explore the drivers of commodity prices and what higher prices mean for central banks, the economy and markets.
Commodity prices have been trending higher since the middle of 2020, driven largely by the improvement in global growth post Covid lockdowns. However, since the Russian invasion of Ukraine, price rises have become extreme. In this month’s Insight, we explore the drivers of commodity prices and what higher prices mean for central banks, the economy and markets.
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