Video Highlights - Independent Wealth SG 2019 - Alain Groshens

Alain Groshens of SystematicEdge

Apr 16, 2019

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1. What are the opportunities and challenges for the year ahead?

Video transcript

1. What are the opportunities and challenges for the year ahead?

The idea is that there are lots of opportunities and the key is to stay invested in the market. At Systematic Edge, we are value and income investors and we’re specialised in multi-assets strategy. So for instance in China, you do have value equity and you have a different income in the Euro zone or in the U.K you have value equity with interesting income. So the key to multi-asset strategy is obviously to stay invested, and to stay invested you need to hedge, and you have to look at very carefully the market risk sentiment. Cause basically, the market is risk off, so if you ride on the fundamentals then then you’ll be wrong. So hedging is key.

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