Investment Solutions Forum 2019 SG - Exclusive Insights - George Boubouras

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1. Shifting the Dial – how do investors (Family Offices, UNNW, Private Clients) recalibrate their portfolio for the year ahead?

Video transcript

1. Shifting the Dial – how do investors (Family Offices, UNNW, Private Clients) recalibrate their portfolio for the year ahead?

What clients need to be doing in the year ahead is understanding where the risk and returns are going forward. Very quickly, listed equities with valuations where they are you'd be taking and trimming off the table, earning your valuations while supportive. You'll be tactically taking profit around those asset classes. But where we're seeing an awful lot of demand and a lot of tactical tilts are unlisted, private equity, private equity debt, even longer term VC. There's obviously a liquidity premium you've got to trade off there. And also bespoke infrastructure or property assets that's got low gearing. So we're finding some key investors that were partner with ourselves are looking at those asset classes for the year ahead by taking some listed risk or volatility off the table.