How to dress for a rainy day
In recent months we have been through many different macro scenarios and have concluded that interest rates will stay low for a long time to come, and equity returns will be anaemic. In this month’s letter we tackle the art of portfolio construction in a low return environment; in other words, where are the right – and wrong – places to be?
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Investment Megatrends
Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team.
Related Investment Megatrends
Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team. Read more about related Megatrend/s for this article: