The days of investors tracking the markets and expecting to perform year on year, might be coming to an end.
Equities are over bought, very volatile and potentially heading towards another sell off, interest rates are extremely low, the QE cycle worldwide is coming to an end and there are numerous other uncertain variables that reside in the market place.
Whether it's the ongoing 'Chronicles of the Brexit', the unpredictability of Donald Trump and his power over the worlds largest economy, Trade Wars, or the fiscal woes of the Euro; overall the picture (in E Financials opinion) equates to an economic climate that looks the least robust in years.
Therefore, maybe now is the time for investors around the world to look at 'absolute multi market' strategies. By this we mean Asset Managers who look to yield a return whether the FTSE appreciates 5% per annum or is negative 8%, and spread the portfolio risk across multiple markets, both 'buying' and 'shorting' positions.
Below are a selection of some of the options (funds and bespoke portfolios) available to an investor which have caught the eye of our Team over the last 12 months.
a) Aria Capital Management: Absolute Return Portfolio Strategies.
Bespoke portfolios encompassing multiple markets. Aim to perform regardless of climate.
Contact Details- Form on website.
Targeted Return- 10% plus
b) Cadogan Asset Management: The Multi Strategy Investment Portfolio.
Specialise in working with UHNW individuals building bespoke multi market portfolios.
Contact Details- email@example.com
Websites- www.msicadogan.co.uk (password: msicadogan19) and www.cadoganam.com
Location- Mayfair, London
Targeted Return- 8-15%
c) Blackrock: Absolute Return Bond Fund.
Fund looks to perform regardless of climate. Not benchmarked v's other Income Indices.
Contact Details- Enquiry@ukclientservices.blackrock.com
Targeted Return- 5-6%
d) Absolute Investment Advisers: Absolute Investment Fund.
Fund may adopt a defensive position as well as short positions pending the market climate.
Contact Details- firstname.lastname@example.org
Targeted Return- 8% plus
e) ISAM: ISAM Systematic Trend Fund.
Fund aims to perform in challenging climates.
Contact Details- Contact via website
Targeted Return- 8-10% per annum
Predominantly 'Absolute Multi Market' funds embrace risk and volatility in the market place, and hence why their 'aimed for returns' are slightly higher than the average vanilla fund in the market place.
In the current market climate, E Financial Newsletter believe every investor should have some level of exposure to these type of strategies.
For further information on strategies, markets, or to subscribe to our daily newsletter- please contact our team on:
Or visit our website at:
Press release distributed by Pressat on behalf of EF News, on Thursday 25 April, 2019. For more information subscribe and follow https://pressat.co.uk/