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

Sometimes the truth is stranger than fiction

A well-priced opportunity and inexpensive insurance against risks.

“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

“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

“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

Revisiting the investment case

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

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A conversation about local and global equity market valuations