Key Takeaways

  • Investors with a longer view have an edge as they withstand short-term volatilities (asset mispricing) and hence they avoid emotional decisions
  • Global and panoramic views with systematic approaches are required to get strategies with superior risk-adjusted returns
  • Within assets allocation processes, the portfolio buckets need alternative equity products to generate alpha

The Benefits of Allocations in the DuraWealth Strategies in global Portfolios

Looking Ahead thanks to Management of resilient & purposeful Portfolios Insights Letter

  • DuraWealth‘s active index strategies are UCITS-IV compliant, with aimed returns of over 5% annually above the MSCI World AC Index return over economic cycles