Articles about
Multi-asset class
For investors with a long time horizon and a global outlook.
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A conversation about local and global equity market valuations
A well-priced opportunity and inexpensive insurance against risks.
Celebrating the anniversaries of three of our multi-asset funds
Are long-term investors positioned for the future?
A history of consistent alpha generation in local and global markets
“Only a crisis – actual or perceived – produces real change. When that crisis occurs, the actions that are taken depends on the ideas lying around.” – Economist Milton Friedman
Revisiting the investment case
“Sorrow is better than fear. Fear is a journey, a terrible journey, but sorrow is at least an arrival. When the storm threatens, a man is afraid for his house. But when the house is destroyed, there is something to do.” – Alan Paton, author and activist
A butterfly flaps its wings in Wuhan, China
“He who indulges in empty fears earns himself real fears. We should always allow some time to elapse, for time discloses the truth.“ – Lucius Annaeus Seneca
We continue to focus on valuation to find attractive opportunities
2017 proved to be a strong year for most asset classes and our portfolios performed well over the period
Sometimes the truth is stranger than fiction