Investment Updates

Regular investment updates and market views for private clients.

May 2020 2

Coronavirus Update | May 28th: Capital Market Assumptions

Are capital markets assumptions still valid for longer term strategic asset allocation? It is important to define what is meant by capital market assumptions. These are estimations that attempt to describe how an asset class may behave over the longer-term, typically five to ten years. However, despite this longer-term view, they are often refreshed quarterly…

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Coronavirus Update | May 28th: Income Portfolios

How has the investment management team approached managing an income portfolio in the current climate? 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.  This is more pronounced in higher yielding regions…

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