Active is: Shaping our convictions

Four insights and actions from our Frankfurt 2019 Investment Forum

by Neil Dwane | 21/06/2019
Ariel view of our Investment Forum

Summary

What does it mean to be a long-term investor? That was one of the main questions underpinning the discussions at our Investment Forum in Frankfurt. Topics included the importance of climate change and the future direction of Europe, as our investors and strategists shaped the convictions that inform our long-term investment strategies for clients.

Key takeaways

  • Sustainable investing is about more than climate change: it helps to improve corporate governance and make business models more sustainable, as investors increasingly focus on real-world impact
  • Taking risk remains essential for investors who want to avoid seeing the value of their investment eroded – but it’s important to make smart choices based on fundamental research and keep a close eye on valuation metrics
  • Against a more muted outlook for returns, being diversified and adding alpha to beta is key – especially as beta returns are set to be lower and more volatile
  • Alternative investments can help improve performance and risk profiles: active managers can guide investors on using alternatives, depending on their specific investment objectives
  • Be active and countercyclical to seize opportunities, balancing the need to be opportunistic while also looking far enough ahead

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Active is: Conducting proprietary research

Demand for business jet travel could encounter economic headwinds

25/06/2019
Demand for business yet

Summary

Two-thirds of sources experienced an increase in business jet operations in the past six months due to seasonal demand, a strong economy, and increasing interest in charter vs. commercial travel.

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