Having stepped down from her role leading consulting firm Regnan, Pauline Vamos remains as committed to responsible investment as ever. In this edition, our latest columnist explores this complex issue.
Stability of income is key in today’s lower for longer environment, and could be combated by a contrarian investment approach which takes opportunistic leaps into particular equities. This strategy enables Allan Gray to minimise volatility traditionally associated with equities by going stronger during market troughs and pulling back during peaks to address your clients’ income needs.
As an investor, weaving through the large amount of available investment options can be time consuming and stressful. There is a lack of investor understanding about how funds are set up, structured and managed, which can leave people feeling vulnerable when they are trying to wade through the range of opportunities, particularly as some investments are emotively driven. It can feel like Dorothy when she first sees the Wizard of Oz without knowing what is really happening behind the curtain.
We live in unconventional times. Financial markets are behaving in ways that would have seemed inconceivable to investors whose historical frame of reference was major financial markets in the second half of the twentieth century.
This week on The Investment Series, we watch Maria Cook, an investor who is looking to build opportunity in her investment portfolio. We have provided you with a brief overview of opportunistic investments or growth investments as they are sometimes referred, and how they generally operate within a clients portfolio.
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