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Environmental Assessment: Economics and Investments

Reviewing the Economic & Investment Landscape

All asset prices have their roots in the economy, where economic and policy  outcomes are always different than  expected.

We constantly review the economic environment to identify the drivers of the underlying economic and investment trends  that can bear on your strategy.

With thirty-plus years of reading the global macro economy, discerning its trends, and anticipating changes in the balance between monetary and fiscal policy, we are in an unparalleled position to guide you through uncertain times.  We honed that experience at the central bank, in the thick of financial markets and executing top-down balance sheet risk management.

We specialize in holding your strategy as a lens through which to focus on current and future economic trajectories and likely investment trends.

We help you review and validate your existing investment and corporate strategy, capital market assumptions, and whether to embark on a new direction if the future looks radically different than anticipated.

Some critical questions that demand answers:

  1. What are the current economic trends and what do they suggest about the future?
  2. What assumptions about the goals and activities of policy makers do we need to form?
  3. Have we shaped a reliable and systematic process for forming expected returns?
  4. Have we defined the likely economic risks over your strategic horizon?
  5. What likely events are out there that might disrupt and change the world economic balance?
  6. What are the predictable surprises and are we ready for them?
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Our website gives you a flavour of what we do and how we might help. We follow a collaborative approach, and if you would like to have a short discussion with us you will find we prize both brevity and clarity. Most advisors talk to bestow the gift of wisdom: we listen because the greatest value lies in understanding your unique circumstances and your perspective.  We work with you to develop an approach that works for you, not us.

Give us a call.  We might be the one thing that's missing.

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STRATEGIC

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Strategy is what you do, rather than how you do it. Our strategy presentations focus on information inputs that facilitate strategy review, and confront your strategy with a changing world. When you say what you do, and then do what you say, your strategy should be fit for purpose!

Download our Post-Pandemic Outlook & Investment Strategy Presentation.