It is impossible to predict the outcome of geopolitical events; they can have a material impact on markets, although rarely for very long periods. Our approach is to build broadly diversified
portfolios to protect against the risks, and ride out the volatility, while taking opportunities to add to risk assets in the event of sharp sell-off
We recognise the risks coming from geopolitics and US politics, and the increased uncertainty around economic growth. But markets have adjusted rapidly to the changed narrative
In the week ending 18 October, emerging markets are becoming increasingly attractive to investors, reflecting a shift in global economic focus amidst persistent geopolitical challenges.
In the week ending 11 October global central banks took varied approaches to balance inflation and economic growth, reflecting diverse economic conditions
The week ending 4 October showed global economic conditions increasingly influenced by easing inflation and persistent growth concerns, prompting central banks to adopt more cautious or easing stances.
“There appears to be several reasons other than the greater availability of private capital to motivate a business
to choose to stay private.”
“Geopolitical factors will likely take center stage again, particularly with upcoming US elections and ongoing fiscal challenge”
“Our dream investment is in an “economic compounder” but at a market valuation materially below
our estimate of its intrinsic value and
true worth.”
The only questions on investors’ minds are whether the first cut in September will be 25bps or 50 bps and the subsequent pace of cuts
“Exclusions and sustainable investing
doesn’t just mean saving the planet or driving positive change, but also
makes investment sense which can lead to better returns.”
我们用一种新的方式来管理您的资金。您只需要安心信赖我们，我们专业团队会帮助您达到您理想的目标。
我们会和您一起向更高的目标前进。我们会帮助您达到您心目中理想的储蓄目标。这就是我们的目标。
