James Sullivan explains why his allocation to ‘Alternatives’ is at a multi-year low. One aspect of our multi-asset fund asset allocation that, historically, has taken up a lot of airtime during investment committee meetings is that of the ‘alternative’ sector, which can often be rather subjective in its interpretation and the subsequent
“It is not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is most adaptable to change” The valuation differential between traditional value and growth indices has been at record levels; never before has this disconnect been so great. Therefore the ‘value versus growth’
James Sullivan ponders a misplaced sense of insulation created by the Central Banks. The Tullock Spike was the thought piece of the economist Gordon Tullock. Tullock, at the time seatbelts were made mandatory in cars, suggested that such a safety measure made drivers more careless, and installing a spike protruding from the
James Sullivan breaks down the geographical shift in our REIT exposure. We adopt a valuation-led approach to investing; pursuing themes and asset classes that offer us significant upside potential, yet possess what we expect to be defensive characteristics on the downside due to the often below market average valuation. With this in
MitonOptimal (UK) Ltd is pleased to report that Peter Geikie-Cobb will be joining the company from April 9th 2018 to work alongside James Sullivan and the team across the multi-asset suite of funds and risk profiled model portfolios. Peter will adopt the title of Senior Fund Manager and become co-manager on the Coram Global Defensive,
James Sullivan provides an update following February’s bout of market volatility Often, after a market wobble, we’re inundated with the usual rhetoric from investment houses, proclaiming that the volatility had been expected, and the fact it’s actually welcomed by the team who now see a vast array of opportunities presented to them.