Your money in experienced hands: our specialist global multi asset team has been trusted by clients for over 30 years.
Delivering the best of our capabilities to you
Multi asset allocation and currency expertise across all liquid asset classes delivered via the following solutions:
- Unconstrained total return
- Risk management and budgeting are critical inputs at all points of our process.
Long-term valuation analysis
- Markets are inefficient. This can lead to assets being mispriced.
- We seek to exploit those inefficiencies in a consistent manner using long-term valuation analysis.
Valuation plus catalyst
- Sometimes factors other than valuation can influence asset prices for sustained periods.
- We therefore seek to understand why an asset is mispriced and identify a clear catalyst for closing the mispricing – a "valuation plus catalyst" process.
After the US Fed's 25-basis point rate cut, the question for investors is whether this is an insurance rate cut as in 1995 or 1998 or a pre-recession rate cut, and how does the risk of US-China trade war escalation change the picture. More
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