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We believe that being adaptive and proactive is now the most important thing. What got you to where you are now, is not necessarily going to get you safely, to where you want to be.
Ten years on from the financial crisis, the unprecedented levels of stimulus have created a rising market, but now the cycle is changing. Stimulus is being withdrawn, interest rates are on the rise, and we have higher levels of political risk and uncertainty.
Our philosophy has been developed and refined over the last 25 years, from Austyn’s experience in dealing with three major stock market crashes.
Our process for dealing with uncertainty takes an ‘all weather‘ approach to portfolio construction, and helped develop our signature Cautious Blend® investment strategy.
To do this we strike a balance between those investments that do well when the financial outlook is bright, for example equities, and those that provide shelter during an economic winter, such as a combination of conventional and inflation linked bonds, alternative assets, and property.
Nobody has a crystal ball into the future and therefore no-one can determine the exact time of the next market rally or the next market downturn. Therefore trying to time the market is fraught with danger and uncertainty, where switching too early you miss out on the upside, and hang on too long and you could get caught.
It is therefore important to remove this market timing by always maintaining a blend of offsetting themes, a ‘self-balancing’ effect, that helps blend out the nasty surprises that markets can throw at us.
Our ‘house view’ reflects the prevailing risks and opportunities that we see and is central to our investment approach, helping to deliver respectable returns during good times and bad.
The value of your investment can fall as well as rise and you may get back less than your original investment. Past performance is not a guide to future performance.