Views & News

Global Value and Income Dispatch

| Multi-Asset Value
  • We believe the recent volatility bursts are symptomatic of changes in market structure years in the making.                                                     
  • Value investing strategies, when properly configured, can take advantage of this volatility.                                                                      
  • The portfolio has returned to a more conservative positioning, with equities once again slightly below 50%.

Disclaimer

The views expressed are those of the portfolio manager as of April 2019, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of  future events, a guarantee of future results, or investment advice.

Sources for all data: JOHCM/Bloomberg (unless otherwise stated).

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