Six top investment themes for 2017 and beyond

Six top investment themes for 2017 and beyond

There is little doubt that political changes and their implications for economies and markets will be at the forefront of investors’ minds again this year. Some changes will help markets, others hinder. Volatility in asset prices is likely to be higher than...
How to invest as the equities bull market ages

How to invest as the equities bull market ages

A constructive environment for growth assets like shares and property is supported by modest global economic expansion, accommodative monetary policy and increasing fiscal support. However, several risks cloud the outlook so our portfolio positioning is more...
Key principles in a triumphant investment approach

Key principles in a triumphant investment approach

“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” — Abraham Lincoln Investors without a roadmap for success will find it very difficult to achieve their goals. An investment philosophy is a set of guidelines that inform...