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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.
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 with a flexible mandate and a strong focus on risk management.
In this month’s Market Insight, we review recent developments in generative artificial intelligence and the potential impact on global economies and markets. From our perspective, the practical applications of this technology for businesses are greater than anything released since the original iPhone.
In this month’s Market Insight, we review recent developments in generative artificial intelligence and the potential impact on global economies and markets. From our perspective, the practical applications of this technology for businesses are greater than anything released since the original iPhone.
In this month’s Market Insight, we review recent developments in generative artificial intelligence and the potential impact on global economies and markets. From our perspective, the practical applications of this technology for businesses are greater than anything released since the original iPhone.
In this month’s Market Insight, we dive into market pricing versus current consensus and our own expectations, outlining what we think various markets are expecting in the year ahead and where opportunity may potentially lay.
In this month’s Market Insight, we dive into market pricing versus current consensus and our own expectations, outlining what we think various markets are expecting in the year ahead and where opportunity may potentially lay.
In this note we review our 2022 outlook from this time last year and discuss the outlook for 2023 in relation to major economic drivers and how that translates to likely market conditions for the year ahead
In this note we review our 2022 outlook from this time last year and discuss the outlook for 2023 in relation to major economic drivers and how that translates to likely market conditions for the year ahead
Risk management is a key element of active portfolio management. Generating outperformance in down markets (via reducing risk) versus generating the same outperformance in up markets (via increasing risk) can have a materially different journey for the end investor. A portfolio which generates alpha by reducing risk will generally exhibit lower volatility and be exposed to less sequencing risk than the alternative. In this month’s Market Insight, we demonstrate quantitatively the impact of this on a hypothetical household using our in-house retirement income model.
Risk management is a key element of active portfolio management. Generating outperformance in down markets (via reducing risk) versus generating the same outperformance in up markets (via increasing risk) can have a materially different journey for the end investor. A portfolio which generates alpha by reducing risk will generally exhibit lower volatility and be exposed to less sequencing risk than the alternative. In this month’s Market Insight, we demonstrate quantitatively the impact of this on a hypothetical household using our in-house retirement income model.
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