We have a long combined history of investing across some of the world’s leading institutional funds management businesses, domestic pension funds and directly as advisors for high net worth clients.
Most investment portfolios today are structured around long-term average returns and a set and forget strategy. Investment markets have and will always be complex and dynamic. Markets do not adhere to a calendar, and nor do we.
We are committed to exceeding our clients’ expectations, continually seeking to innovate and evolve our service. We take the business of protecting and growing our clients’ wealth as serious as our own, investing our own money alongside them.
In this month’s Insight, we showcase how we can use the changing business cycle as a signpost for asset class and investment style performance, a strategy known as regime based investing. Over the medium term, economic fundamentals are different across different stages of the business cycle and in turn asset class performance also varies. Here we dive deeper, using our economic growth framework to determine the assets and styles best suited to each regime for multi-asset portfolios.
In this month’s Insight, we showcase how we can use the changing business cycle as a signpost for asset class and investment style performance, a strategy known as regime based investing. Over the medium term, economic fundamentals are different across different stages of the business cycle and in turn asset class performance also varies. Here we dive deeper, using our economic growth framework to determine the assets and styles best suited to each regime for multi-asset portfolios.
In this month’s Insight, we showcase how we can use the changing business cycle as a signpost for asset class and investment style performance, a strategy known as regime based investing. Over the medium term, economic fundamentals are different across different stages of the business cycle and in turn asset class performance also varies. Here we dive deeper, using our economic growth framework to determine the assets and styles best suited to each regime for multi-asset portfolios.
In this month’s Insight, we tackle the great stagflation debate (economic stagnation + high inflation). There is no question that inflation has proved less transitory than market expectations earlier in the year. Alongside this, the post-lockdown period of above trend economic growth has settled down into something closer to the long run average more quickly than anticipated while China casts a dark cloud over the global growth outlook.
In this month’s Insight, we tackle the great stagflation debate (economic stagnation + high inflation). There is no question that inflation has proved less transitory than market expectations earlier in the year. Alongside this, the post-lockdown period of above trend economic growth has settled down into something closer to the long run average more quickly than anticipated while China casts a dark cloud over the global growth outlook.
The Australian housing market is a source of endless barbeque conversation and media pontification. The debate around house prices is not just a social or moral one. House prices matter for investors because they influence household consumption patterns and potential growth. They also have a symbiotic relationship with interest rates, and a key driving force of RBA policy in coming years will be the debt load accumulated by households in the recent price boom. In this Insight, we unpack the Australian housing market, with a particular focus on affordability.
The Australian housing market is a source of endless barbeque conversation and media pontification. The debate around house prices is not just a social or moral one. House prices matter for investors because they influence household consumption patterns and potential growth. They also have a symbiotic relationship with interest rates, and a key driving force of RBA policy in coming years will be the debt load accumulated by households in the recent price boom. In this Insight, we unpack the Australian housing market, with a particular focus on affordability.
Movements in interest rates will be the most important determiner of overall investment portfolio performance over the next few years assuming there is no surprise recession or other unexpected shock. Extremely high valuations for equity markets are most often justified via a comparison with very low interest rates and therefore any meaningful increase in interest rates will likely trigger lower share prices. In this Insight we consider why interest rates remain low despite strong growth and what the medium term outlook is.
Movements in interest rates will be the most important determiner of overall investment portfolio performance over the next few years assuming there is no surprise recession or other unexpected shock. Extremely high valuations for equity markets are most often justified via a comparison with very low interest rates and therefore any meaningful increase in interest rates will likely trigger lower share prices. In this Insight we consider why interest rates remain low despite strong growth and what the medium term outlook is.
.png)