Established and trusted since 1989
Why you need a professional adviser for
the Investment World of today!
Fast Changing, often unpredictable
Consider the situation in the Middle East, Asian productivity levels, USA economics , European Mass migration
Traditional Equity Funds
Underperforming / Slow to adapt to world events / Choose Managed or Specialized?
Do my investment products have upfront costs, high management charges or financial penalties to exit?
Scam Funds are on the increase. Examples: LM Property Fund collapse, Kijani Gold Fund scandal
Next Financial Crisis around corner?
What next for the Euro zone, FREXIT? NEXIT, GREXIT? What about the Shadow banks in China or Worldwide Corporate Bonds bubble?
… Are You Prepared?
Managing an investment portfolio
has always been challenging!
LEARNING FROM THE PAST
Understand Market Cycles & Position for Growth
Although markets have typically followed long-term up-and-down patterns, market upturns tend to last longer than downturns and have greater depth.
Avoid Market Timing
When trying to jump in and out of the market, investors run the risk of missing some of the best days.
Think Long Term
Although markets tend to be highly volatile over the short term, over time they tend to produce strong long-term results.
While most investors recognize that, over the long term, markets move up and down, there is also a relationship between overall market sentiment and market cycles. In rising markets, more and more people tend to invest as they chase returns (similar to what happened during the technology boom of the late 1990s), while in declining markets, many people tend to sell (as we saw in 2008
and early 2009).
POSITIONING FOR THE FUTURE
Focus on Diversification
Investing in a broad range of asset classes and styles can help overall portfolio returns while reducing risk.
Employing systematic investment programs like dollar-cost averaging can potentially smooth out some of the market’s inherent volatility.
Rebalance Your Portfolio
Periodic portfolio readjustments can help make sure long-term investment goals remain on track.
When market sentiment is at its worst that markets are set to rebound and, historically, extreme pessimism often coincides with market bottoms. This does not suggest investors should try to time market peaks and valleys, but rather they should understand there is often an inverse relationship between sentiment and opportunity. As such, we believe investors should avoid overreacting to market cycles or volatility.