Research Capabilities
Our specialists provide leading objective analysis on equities, collectives, fixed income securities and alternative investments. This invaluable resource is complemented by extensive third-party research across all asset classes from our own broker teams and other leading investment houses. Only funds that meet strict criteria will be named on the ‘buy list’ and will remain subject to constant review. The investment research teams meet regularly to discuss markets and provide critical support and input to each other in their respective fields of specialisation. Investment strategy is set and reviewed formally on a monthly basis by the Asset Allocation Committee, led by our Chief Strategist. The committee considers the macroeconomic trends as well as market dynamics and valuations when determining recommended weightings at both the asset and regional level.
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