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An actively managed, semi-liquid managed account for private markets.
This SMA for wholesale investors creates a simple solution for advisors wishing to enhance their offering to high-net-worth clients by diversifying away from listed securities
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.
We first wrote about developments in AI in March 2023 and introduced it into our Strategic Asset Allocation Review as a modelled scenario a few months later. Since then, progress has been rapid. Models have become smarter, faster and less error prone. AI agents are becoming more widespread, and we are now getting glimpses of a future filled with AI powered robots. In this month's Insight we explain why the far future is even more exciting.
We first wrote about developments in AI in March 2023 and introduced it into our Strategic Asset Allocation Review as a modelled scenario a few months later. Since then, progress has been rapid. Models have become smarter, faster and less error prone. AI agents are becoming more widespread, and we are now getting glimpses of a future filled with AI powered robots. In this month's Insight we explain why the far future is even more exciting.
We first wrote about developments in AI in March 2023 and introduced it into our Strategic Asset Allocation Review as a modelled scenario a few months later. Since then, progress has been rapid. Models have become smarter, faster and less error prone. AI agents are becoming more widespread, and we are now getting glimpses of a future filled with AI powered robots. In this month's Insight we explain why the far future is even more exciting.
Families used to be a lot bigger. A multi-decade trend of declining birth rates has seen advanced economy populations flatline in recent years. The global population, even including poorer countries, is expected to peak in the decades ahead. While the implications of a declining global population are slow burning, we could see some impact on markets in the next decade, particularly with respect to policy settings. Regardless, the consequences of a falling population are so substantial it is worth thinking about well in advance. In this month’s Market Insight, we delve into demographics on why populations will shrink, what it means for markets and if there is anything that can be done about it.
Families used to be a lot bigger. A multi-decade trend of declining birth rates has seen advanced economy populations flatline in recent years. The global population, even including poorer countries, is expected to peak in the decades ahead. While the implications of a declining global population are slow burning, we could see some impact on markets in the next decade, particularly with respect to policy settings. Regardless, the consequences of a falling population are so substantial it is worth thinking about well in advance. In this month’s Market Insight, we delve into demographics on why populations will shrink, what it means for markets and if there is anything that can be done about it.
The US market has underperformed the rest of the world by around 10% since late last year. While 10% may not seem like a lot in the grand scheme of things, this underperformance represents a break in a long period of US outperformance versus the rest of the World. In this month’s Market Insight, we take a look at the cause of this underperformance and whether the US will continue to hold the equity market trophy in the years ahead.
The US market has underperformed the rest of the world by around 10% since late last year. While 10% may not seem like a lot in the grand scheme of things, this underperformance represents a break in a long period of US outperformance versus the rest of the World. In this month’s Market Insight, we take a look at the cause of this underperformance and whether the US will continue to hold the equity market trophy in the years ahead.
Investors looked upon the election of Donald Trump with some scepticism, but had for the most part assumed (or hoped) that he would, on net, do more good than bad for American businesses. In his first term, threats of high tariffs and trade wars went mostly unfulfilled, while promised tax cuts were implemented. In this month’s Market Insight, we will review the first two weeks of the Trump Administration relative to investor expectations and what that means for markets in the year ahead.
Investors looked upon the election of Donald Trump with some scepticism, but had for the most part assumed (or hoped) that he would, on net, do more good than bad for American businesses. In his first term, threats of high tariffs and trade wars went mostly unfulfilled, while promised tax cuts were implemented. In this month’s Market Insight, we will review the first two weeks of the Trump Administration relative to investor expectations and what that means for markets in the year ahead.
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