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Investment Outlook

Money Life Podcast – how higher interest rates are changing the IPO

As at 6 September, 2023

In this Money Life Podcast, Paul Seaton discusses the firm’s recent survey of investment advisers on where those money managers want to go to diversify client portfolios now.

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The thoughts and opinions expressed in the discussion are solely those of the speaker. Any discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide a viewer with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio.

Diversification does not assure a profit nor protect against loss in a declining market.

This content is provided for informational purposes only. It is not intended for the account of U.S. persons (as defined in Regulation S under the United States Securities Act of 1933, as amended (the “Securities Act”)) except to persons who are “qualified purchasers” (as defined in the United States Investment Company Act of 1940, as amended), “accredited investors” (as defined in Rule 501(a) under the Securities Act) and Qualified Eligible Persons (as defined in Commodity Futures Trading Commission Regulation 4.7). Information provided does not constitute investment advice and should not be relied upon as a basis for investment decisions. It has been produced as thought leadership which represents our intellectual property. Reproduction of this material in whole or in part is strictly prohibited without prior written permission of Fulcrum Asset Management LLP. Copyright © Fulcrum Asset Management LLP 2024. All rights reserved.
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