Currently available to UK and EU clients only.
Managed by Eliot Wilkinson, the Global Macroeconomic strategy offers exposure to various asset classes including Equities, Bonds, FX and Commodities. The manager will hold long (buy) and short (sell) positions within a diverse, hedged portfolio that is designed to benefit from the various macroeconomic trends in place and developing around the world. The strategy aims to deliver superior risk adjusted returns, irrespective of market conditions.
Analysis of global markets via macroeconomic, money market and proprietary in-house indicators enables relative strength and weakness to be identified within established and emerging economies. Top-down analysis allows the manager to identify the most effective sectors and industries to represent the results of the identified global trends. The results of this analysis will dictate the eventual exposure of the portfolio.
The selection of assets used to represent our ideas is often achieved through bottom up analysis, at company level, of the identified sectors. Our aim is to select the most suitable assets that are the best fit to our ideas and will experience the most direct effect of the macroeconomic trends identified. This helps to ensure that the macroeconomic trends will be closely represented in our portfolio.
On average, the time frame of our ideas is between 3 and 6 months, however our best performing positions will be held for as long as the trend remains in place. Providing the balance of risk within the portfolio meets the required limits, changes to the portfolio’s exposure will be infrequent. This helps to keep the transaction costs to a minimum and subsequently maximising the potential returns from the portfolio.
For more information or if you have any questions, please feel free to get in touch using the details available on our Contact Us page.
THE RISK OF LOSS IN TRADING IN DERIVATIVES INSTRUMENTS CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CONSIDER CAREFULLY WHETHER SUCH TRADING IS SUITABLE FOR YOU IN THE LIGHT OF YOUR FINANCIAL CONDITION.
IN CONSIDERING WHETHER TO TRADE USING THIRD PARTY SIGNALS YOU SHOULD BE AWARE OF THE FOLLOWING: IF YOU PURCHASE OR SELL DERIVATIVE INSTRUMENTS OR ENGAGE IN TRADING OF SUCH INSTRUMENTS YOU MAY SUSTAIN TOTAL LOSS OF THE INITIAL FUNDS AND ANY ADDITIONAL FUNDS THAT YOU DEPOSIT WITH YOUR BROKER TO ESTABLISH OR MAINTAIN YOUR POSITION.
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