We believe it is possible to outperform the market over the medium-term by understanding global macro-economic trends, translating our analysis into active asset class and sector views, and building portfolios biased towards quality and minimising downside risk.
We do not believe in constraining portfolios to benchmarks, we prefer to target client objectives and measure risk in terms of potential loss rather than deviation from prescribed allocations. In the pursuit of enhanced risk adjusted returns we consider it equally, if not more important, to avoid investment pitfalls as it is to select attractive return opportunities.
See below for all our latest market updates:
January Monthly Commentary
AndPapers Q1 2021 – The start of the end or the end of the beginning?
December Monthly Commentary
Note from the CIO 10th November
October Monthly Commentary
September Monthly Commentary
AndPapers Q4 2020 – Central Bank Mantra ‘Low for Longer’
Q3 2020 Macro Update
Note from the CIO 17th June
Note from the CIO 27th May
Note from the CIO 17th May
Note from the CIO 27th April
London & Capital Investment Update Q&A
Q2 2020 Macro Update
Equity Markets Thoughts And Observations
The demise of Fixed Income after a 30-year bull market?
Q1 2020 Macro Update
To speak to a member of the US Family Office, please give us a call on +44 (0) 207 396 3388
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Disclaimer: The value of investments and any income from them can go down as well as up and investors may not receive back their original investment amount. This communication is for information purposes only. It is not intended as a personal recommendation of particular financial instruments or strategies and it does not provide individually tailored investment advice. This document provides the views of the London & Capital Investment Team examining the fundamental background, economic outlook and possible effect on asset markets. This document is not an invitation to subscribe and is by way of information only. Nothing contained herein constitutes investment, legal, tax or other advice nor is it to be solely relied on in making an investment or other decision. If you are considering investing, you should consult your London & Capital adviser. The views expressed herein are those at the time of publication and are subject to change. Correct at time of going to press.
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