Those who regularly monitor the performance of absolute return funds have become accustomed to them not meeting expectations and the first quarter of 2020 was no exception.
Key Changes in Market Portfolios
Jun 18, 2020
Key changes in the portfolios:
Markets appear to have stabilised since sell-off last week, supporting our decision to proceed with the de-risk across the portfolios to the order of 2 to 3% in equities.
Market Update 11th June 2020
Jun 11, 2020
There has been a strong global market recovery, with the US market now in positive territory for the year.
Market Update 4th June 2020
Jun 04, 2020
In what way does the current crisis represent a watershed within society and how does this influence the investment opportunities that might be of interest?
How has the investment management team approached managing an income portfolio in the current climate?
May 28, 2020
It is undoubtedly more challenging to manage income portfolios given the current global economic backdrop. For example, dividends from global equities are expected to fall somewhere between 15% and 30% this year.