Staying the Course

Despite the volatility around the “Trump trade”, our outlook on the US economy remains bearish. The US stock markets may take a breather given the extraordinary returns since November 2016, and specifically, the interest-rate sensitive sectors such as the financials, home-builders, utilities and REITs are subject to even more volatility in the days ahead. Monthly  Read more ➝

Your Money

  As a sophisticated investor, a strategy looking to both buy and sell asset classes including global equities, real estate, bonds, agricultural commodities, gold may be prudent given the upcoming divergence in central bank philosophies of various countries. Our global quantitative equity fund may help you manage global returns and risk better through our proprietary  Read more ➝