Investors are braced for recession but do the facts support this view? Salman Baig, Portfolio Manager, assesses the fourth quarter outlook for growth assets from macroeconomic, sentiment and valuation perspectives.
Author - Unigestion
Unigestion is an independent, specialist asset manager providing innovative, tailored solutions for investors worldwide. Since our creation nearly half a century ago, we have stayed true to our conviction that intelligent risk-taking is key to delivering smoother, more consistent returns over time. Today, we are responsible for USD 23.2 billion in assets under management across our four areas of expertise – equities, private equity, liquid alternatives and multi asset.
By taking risk in a measured, informed way, we aim to deliver superior performance for our clients. We take a multi-dimensional view, using a powerful combination of human insight and leading-edge technology to gain a deep understanding of financial markets, while our strong research focus allows us to continually adapt and refine our approach.
Helping our clients achieve investment success drives everything we do. We take the time to truly understand their requirements and work with them to create tailored solutions that meet their specific needs. We have decades of experience in running bespoke mandates, which today account for the majority of our assets under management.
Headquartered in Geneva, Unigestion has a global presence that extends across Europe, North America and Asia. We are privately owned, with a shareholder structure designed to ensure our long-term stability and align our interests with those of our clients.
Source: Unigestion, as at December 2018.
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Following this afternoon’s dovish European Central Bank meeting, Jeremy Gatto, Investment Manager on Unigestion’s multi asset Navigator fund, said :