MarketDigest: New AI-Powered Tool for wealth management insights
Introducing MarketDigest, an innovative tool designed to keep our clients up-to-date with the latest research and insights.
Read More →Model Portfolios (weights) – March 2023
The allocation of model portfolios as voted by our Investment Committee in March 2023.
Read More →Investment Committee – March 2023
Read about this month’s Investment Committee, as we place our focus on attractive levels of positive carry and commodities exposure.
Read More →Model Portfolios (weights) – February 2023
The allocation of model portfolios as voted by our Investment Committee in February 2023.
Read More →Investment Committee – February 2023
How to maximize returns with compelling income-generating investments and alternative risk premia strategies.
Read More →The EQDerivatives Conference
Presenting the key topics discussed at the EQDerivatives conference.
Read More →Model Portfolios (weights) – January 2023
In the tables below we present the allocation of model portfolios as voted by our investment committee in January 2023.
Read More →Investment Committee – January 2023
Discover the investment strategy for 2023. The inaugural investment committee met to discuss their approach for the coming year. With a focus on understanding micro factors and navigating inflation uncertainty, the committee has outlined a plan for a positive-carry portfolio, reduced bond duration and tilt towards value stocks and high dividends. Learn more about the investment approach in uncertain times and stay informed about the market volatility and economic uncertainty of 2023.
Read More →Model Portfolios (weights) – December 2022
In the tables below we present the allocation of model portfolios as voted by our investment committee in December 2022.
Read More →