By: Nicholas Mandrinos
We are very encouraged by the findings of the four pillars
of Capital 2023 survey that clients, families,
and others that we interact
with haven't really changed their views with regards
to asset allocation, particularly given all
of the volatility that the past five years feedback
that we've had from clients that we work with
and families that we work with, really reinforce our view
that our focus should be on real returns on capital growth.
And indeed, that's, that's what we seek to emphasize when,
when we construct our portfolios.
We seek to create, construct, if you want,
and manage portfolios by focusing on returns
through the economic cycle.
We create diversified portfolios, uh, with gleanings on
liquid capital markets, fixed income and equities,
but also complimented by private capital
because we, we seek to reap the benefits
of the liquidity premiums that are offered by those markets.
From our perspective, in this age of upheaval, with all
of the volatility, with rising interest rates,
rising inflation, it's been extremely important to focus on
managing portfolios through the economic cycle.