We believe:
- Successful asset allocation is the key to good investment performance.
- Most stock picking is a costly failure – index tracking is much more effective.
- Investment should be approached on a global basis. We are moving from an Atlantic-centric world to a more Pacific-centric world.
- Asian equity investment is likely to produce better long-term returns, given the underlying growth of Asian economics.
- Real assets like equities and property represent a stake in economic progress providing a rising income stream. They should produce significantly higher returns over time than monetary assets, such as bonds and cash, which are at the mercy of inflation.
- Alternative investments have an important role to play.
- Cash is an important and underrated asset class.
