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Investment Approach

Simple Truths

  1. 3% returnĀ on a government bond is unlikely to pay future wages or pensions.
  2. If something looks too good to be true, it probably is.
  3. There is a huge surge of wealth, income and output in Asia. Does your portfolio reflect this?
  4. Emerging markets do sometimes emerge.
  5. You cannot avoid having an asset allocation. Are you controlling and managing it?