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  • Quarterly Investment Webinar - January 2018

Market Comment  24/01/2018

Quarterly Investment Webinar - January 2018

Catch up on the recording of our latest Investment Webinar, where you can find out from Hector Kilpatrick and David Appleton why we remain bullish on the near term outlook for equities and to learn which market signals are a challenge to this view ...and why we think they are wrong!

To tailor your viewing of the Webinar, please use the bookmarks below, which indicate the number of minutes into the session at which you can find out about the following topics:

02:00 - Recap of Cornelian's investment objective and philosophy
04:09 - Recap on current positioning
07:52 - Notable asset allocation changes
08:34 - Why we are more positive on the short-term outlook
14:44 - Which market signals challenge this view
25:20 - US Tax Reform:  the impact on equities and the Cornelian funds
26:35 - US Tax Reform (cont) 
28:33 - Equity positioning overview
31:37 - Equity positioning explaining the changes over the quarter
36:55- Fixed Income positioning 
44:57 - Alternatives overview
51:43 - Summary 
53:00 - Q&A

Investment Team

Market Comment  16/03/2018

US Wage Growth & Potential Trade Tariffs

Hector Kilpatrick explains why we believe the fears that wage growth will accelerate to such an extent that interest rates will have to be increased materially more than currently expected, to counter inflation, are misplaced...

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Market Comment  15/03/2018

Staying Ahead of the Credit Markets

Ewan Millar, Senior Investment Manager at Cornelian Asset Managers, explores opportunities for unlocking investment potential.

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