Discretionary Investment Management
Actively managed investment portfolio services with strong performance and embedded protection
Financial Advisers use our services to provide retail clients with the benefits of professional investment management services previously only available to institutional clients
Recovery is heading in the right direction but at a slower pace than was expected as the global economic recovery hit some speed bumps in Q3. The Delta variant delayed some economic activity from Q3 into Q4 and 2022, while supply chain bottlenecks and higher prices dampened real growth.
The second quarter brought a flow of good news despite a sizable drawdown related to the peak of inflation fear in the middle of May. Overall, portfolios achieved positive returns close to 1.7% across all series and risk levels.
Global equity markets climbed to new highs in the first quarter of 2021. Income growth, record household net worth and high private savings point to support for consumer spending as the pandemic constraints subside.