Our Latest Views

The tech bubble topped in 2001 shortly after the AOL TimeWarner IPO. The housing bubble topped in 2007 shortly after the Blackstone IPO. The commodity bubble topped in 2011 shortly after the Glencore IPO. Are we all looking forward to the SpaceX IPO in June, followed by Anthropic and OpenAI later this year?

We share our latest views on markets in this month’s presentation and review performance versus our peers. Our multi-asset strategy - The Active Asset Allocator - has beaten its peer group by over 3% per annum for over a decade. If you would like to learn more about our investment approach, please get in touch.