Webinar

Succession Model Portfolios - Q2 Tactical Positioning

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We recently hosted an educational webinar, you can view it here.

Overview
Our latest Asset Allocation Committee meeting took place in December – to hear the output, tune into this webinar during which Ben Kumar, Senior Investment Manager, and Jamie Evans, Business Development Manager, will discuss our thoughts on the global economy, markets, the current political landscape and, most importantly, how our model portfolios are being positioned to exploit the opportunities and protect against potential downsides that markets will inevitably bring.

The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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