We construct portfolios for investors with different return objectives, risk profiles and time horizons. Our flagship portfolios are multi-asset strategies that seek to deliver attractive longer-term returns for a defined level of risk. Our investment process is guided by a philosophy that emphasises a global and sustainable approach.
Within our equity allocation, we prefer quality growth companies. We’ve adapted our strategic approach to fixed income to match today’s environment of structurally depressed yields by embracing higher-yielding products
that offer diversified sources of return. We have also included an exposure to gold. We implement our views through an open-architecture approach to fund selection (combining passive, active and systematic strategies) together with our in-house international direct-equity strategy.
We have outlined five key themes in this mid-year outlook that we believe will drive investment returns over the rest of 2022 and beyond. We are guided by these themes when actively managing portfolios as well as when positioning discretionary and advisory mandates.
The first call (‘when the going gets tough’) reiterates our preference for balance-sheet strength and free cash flow – both of which are key drivers of our allocation to direct equities in our US and European equity holdings that leverage the capabilities of our in-house direct equity team. Our view is that the regions poised to benefit the most with regard to the second call (‘reshoring, restoring and reassuring’) are those with the highest levels of free cash flow and that have been growing intangible assets over the past decade. This is most evident in the US and emerging markets – our preferred equity regions.
Your portfolio invests globally to incorporate a broader opportunity set to enhance returns and diversify risk.
We partner with the highest-quality asset managers from across the industry to deliver best-in-class solutions across the portfolio in our third-party fund exposure.
By investing across different asset classes, we expose your portfolio to a variety of sources of risk and return to deliver a smoother risk and return experience over time.
We increasingly integrate our sustainable philosophy across the portfolio, incorporating an ESG framework in our selection process.
In our direct equity allocations, we have a preference for companies that are underpinned by strong balance sheets that are delivering attractive levels and growth of return on invested capital.
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