I wrapped up a busy couple of days hosting friends, clients and long-time partners in town. Over tea, coffees, meals, and more than a couple of lively market debates, we explored our new strategy products and the evolving trends in global markets.
A big part of our discussions focused on how to further strengthen our portfolios, especially with the higher volatility we expect in the months ahead. Think of it as checking the weather forecast. If the market skies look stormy, we make sure our investors have the right umbrellas and maybe a raincoat or two.
We also stepped back to assess where global markets stand from a valuation perspective and how they compare to history. UK equities, for example, continue to shine for their strong dividend yields, offering steady income even in uncertain times.
Meanwhile, one of my partners is looking beyond the mega-caps to uncover promising tech names flying under the radar in areas. On the macro side, a savvy client argued that the US dollar index is now sitting at a critical “Rubicon.” She has been watching commodities closely.
One partner quipped that China’s property market has bottomed out although property prices are still declining. I’m leaning more positive on the Chinese equity market and have been taking opportunistic trades along the way.
Naturally, crypto found its way into the conversations. These days, it is largely in the hands of professional investors though many still have a degenerate gambler hiding inside. This likely means the era of huge crashes is giving way to steadier uptrends, punctuated by the occasional correction to keep everyone humble.
Through all this, our focus remains the same. Navigate the turbulence, seize the opportunities, and always do our best for the investors who trust us with their hard-earned capital.