What we do for you to meet your target investment returns.......
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| Asset Management is a skilled and disciplined profession which has many inputs in order to achieve good investment performance relative to peers. Our technique is a combination of ' Top Down' and ' Bottom Up' approaches, analysing global economies and their interaction, corporate earnings trends, interest rate forecasts and the perceived value levels of both equity and fixed income markets. In this respect, we are often attracted to contrarian opportunities with an improving outlook rather than paying up for high growth situations as the companies advance through their life cycle.
Our positioning in the bond markets is determined by a number of factors, including the level and trend of interest rates, the real interest rate level, the stage of the economic cycle and the attractiveness of various bond sectors, including corporate and other sub-sector bonds when appropriate. Our asset allocation to equities and bonds is driven by the client risk profile, stage of the economic and business cycles and the relative values of equities and bonds. We are mindful of the very low cash and bond yields currently in selecting assets.
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