Quarterly Investment Strategy

October 2016

Politics once again has dominated headlines over the past quarter.  The referendum in the UK and subsequent rows over party leaderships have divided the nation.  Clinton vs Trump continues to provoke much debate throughout the world as a new chapter begins.

In spite of this uncertainty, we have found some cause for optimism.  The stabilisation of China has created some positive ripples across emerging markets and we have adjusted our positioning accordingly.

I thought it important to re-iterate that our portfolios are built to weather global storms and we are wary of making reactive changes.  Our investment horizons are long term and this is the philosophy we have in mind when making decisions about our customer’s portfolios.

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