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LBW Investment Committee - October 2015 Meeting Notes



1.      Market bounce – We discussed the recent, short-term recovery in equity markets and reviewed the overall split between growth and defensive assets.

2.      Alternative assets – Discussion was held over the different types of alternative asset strategies and the role that each can play in a diversified portfolio. 

 

 

 

This article has been prepared by LBW's investment committee based on its understanding of current regulatory requirements and laws. It is not considered advice and provides general information pertaining to our ideology surrounding future asset allocation strategies. It does not take into account each client's individual objectives, financial situation or needs. If you would like to know how LBW's understanding of the current environment impacts on your portfolio please contact a Financial Adviser and to discuss your options or before making an investment decisions. 

Click here to see our latest Tactical Asset Allocation.  

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