Articles about
Multi-asset class

A butterfly flaps its wings in Wuhan, China

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

“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 well-priced opportunity and inexpensive insurance against risks.

We continue to focus on valuation to find attractive opportunities

Sometimes the truth is stranger than fiction

2017 proved to be a strong year for most asset classes and our portfolios performed well over the period

Revisiting the investment case

“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

“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