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.
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.
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.
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.
Australia's economic performance has deteriorated since mid-2022. Strong population growth is papering over the cracks, but the average household is still going backwards. In this month’s Market Insight, we provide an update on the Australian economy and review whether our equity market is still as attractive as it was previously.
Australia's economic performance has deteriorated since mid-2022. Strong population growth is papering over the cracks, but the average household is still going backwards. In this month’s Market Insight, we provide an update on the Australian economy and review whether our equity market is still as attractive as it was previously.
We think if interest rates continue to be normalised and economic growth holds up, corporate earnings next year should be healthy. In this environment we could see a narrowing of returns across market sectors as more expensive areas of the market grow into their multiple. In this month’s Market Insight, we consider our central case for markets against various risks that could make next year more challenging for investors.
We think if interest rates continue to be normalised and economic growth holds up, corporate earnings next year should be healthy. In this environment we could see a narrowing of returns across market sectors as more expensive areas of the market grow into their multiple. In this month’s Market Insight, we consider our central case for markets against various risks that could make next year more challenging for investors.
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