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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.
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.
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.
Global markets have been weak for all of 2022 so far. US equities and longer dated bonds have both fallen around 20% as at the time of writing. For US bonds, this represents the largest sell-off in more than 50 years. At 20% down and 10 months in, can we assume we are about halfway done? In this month’s Insight, we outline what we think the catalysts will be for the bear market to be over. This will largely depend on whether the Fed is able to achieve a moderation in inflation without too much economic pain.
Global markets have been weak for all of 2022 so far. US equities and longer dated bonds have both fallen around 20% as at the time of writing. For US bonds, this represents the largest sell-off in more than 50 years. At 20% down and 10 months in, can we assume we are about halfway done? In this month’s Insight, we outline what we think the catalysts will be for the bear market to be over. This will largely depend on whether the Fed is able to achieve a moderation in inflation without too much economic pain.
What does it mean to be passive when investing? In this month’s Insight we outline our thoughts on the concept and some of the confusion and misconceptions stemming from it. We don’t think any investor can be truly “passive”. Because passive investment has become so popular and widespread, it has for many taken the mantle of a risk-free decision. We strongly disagree with this, there is no risk-free position in investment management and every decision (even the decision to not make a decision) has consequences.
What does it mean to be passive when investing? In this month’s Insight we outline our thoughts on the concept and some of the confusion and misconceptions stemming from it. We don’t think any investor can be truly “passive”. Because passive investment has become so popular and widespread, it has for many taken the mantle of a risk-free decision. We strongly disagree with this, there is no risk-free position in investment management and every decision (even the decision to not make a decision) has consequences.
We last wrote a China specific Market Insight in July 2021, following the regulatory crackdown on Chinese technology companies and the apparent imminent bankruptcy of some large property developers. Since then, the outlook for China has worsened.
We last wrote a China specific Market Insight in July 2021, following the regulatory crackdown on Chinese technology companies and the apparent imminent bankruptcy of some large property developers. Since then, the outlook for China has worsened.
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