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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 the decade ahead, we think markets will be influenced by deteriorating geopolitics, increased protectionism, unsustainable fiscal deficits and poor demographics. In this month’s Market Insight, we analyse these major themes as the first stage of this year's Strategic Asset Allocation Review process.
In the decade ahead, we think markets will be influenced by deteriorating geopolitics, increased protectionism, unsustainable fiscal deficits and poor demographics. In this month’s Market Insight, we analyse these major themes as the first stage of this year's Strategic Asset Allocation Review process.
In the decade ahead, we think markets will be influenced by deteriorating geopolitics, increased protectionism, unsustainable fiscal deficits and poor demographics. In this month’s Market Insight, we analyse these major themes as the first stage of this year's Strategic Asset Allocation Review process.
US economic growth has shown remarkable resilience and the US economy ranks first, second and third place in terms of importance for global markets. Based on higher frequency data and some leading indicators, there doesn’t seem to be an imminent risk of a recession in the US in the near term. In this month’s Market Insight, we provide an update on our outlook for the year ahead and some of the portfolio changes which have occurred recently.
US economic growth has shown remarkable resilience and the US economy ranks first, second and third place in terms of importance for global markets. Based on higher frequency data and some leading indicators, there doesn’t seem to be an imminent risk of a recession in the US in the near term. In this month’s Market Insight, we provide an update on our outlook for the year ahead and some of the portfolio changes which have occurred recently.
In the middle of 2023, we wrote Waiting for Stimulus – a Market Insight highlighting that China’s economic and market doldrums would likely continue until sufficient stimulus was put in place to restore confidence in the economy, particularly the property market. Since then, the doldrums have indeed continued. In this month’s Insight, we look at what 2024 holds for China.
In the middle of 2023, we wrote Waiting for Stimulus – a Market Insight highlighting that China’s economic and market doldrums would likely continue until sufficient stimulus was put in place to restore confidence in the economy, particularly the property market. Since then, the doldrums have indeed continued. In this month’s Insight, we look at what 2024 holds for China.
Every December for the past few years, our Market Insight has focused on how we fared in our predictions the year before and what is the general outlook for the year ahead. 2023 has been a confounding year. So how do we think the next year plays out? Uncomfortably, the outlook is about as uncertain as it can be. We can think of a few reasonably likely scenarios in 2024.
Every December for the past few years, our Market Insight has focused on how we fared in our predictions the year before and what is the general outlook for the year ahead. 2023 has been a confounding year. So how do we think the next year plays out? Uncomfortably, the outlook is about as uncertain as it can be. We can think of a few reasonably likely scenarios in 2024.
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