Asset Allocation

Our investment process starts with our view on the outlook for the world economy, which is reassessed continuously and formally reviewed monthly by the Asset Allocation Committee. The committee considers macroeconomic trends, market dynamics and valuations when determining recommended weightings at both the asset and country level. From this view we formulate our forecasts for the world’s security markets and generate our asset allocation policy for those portfolios for which holdings of multiple asset classes are appropriate. We believe equity-type investments (alternative assets, commodities, commercial property and stocks and shares) will reflect economic growth over a long period and will consequently provide the best long-term investment return for those clients able to take a sufficiently long-term investment view.