We believe that solid and robust investment and economic research is crucial in underpinning superior strategies and portfolio construction and review. To this end, we engage in extensive research and as a matter of practice constantly review our recommended investments at our structured and regular internal Investment Committee meetings.
We also believe that good research should be well balanced, objective and extensive enough to look through the various issues, challenges and opportunities within both local and international markets and sectors. We therefore subscribe to and draw upon the research of various research houses and investment institutions to help us form a view.
Although we practice common sense tactical investment allocation, we typically advocate a more strategic approach of longer-term asset allocation to avoid attempting to time the market.