The movements in global equity markets over the past few weeks have rightly caused some concern for investors. Ahead of the seasonally favourable end-of-year markets, many equity indices have lost ground, with the ASX down 10% since the peak in February.
risk
How Atlantic House offers a practical approach to sequencing risk
Academic papers have been written on sequencing risk, which is really just a fancy word for taking a massive hit (most likely from the equity market) at the worst possible time – ie, close to or post-retirement.
Bedrock investments liberate a portfolio’s capacity to take risks in a post-pandemic landscape
The stable core of a portfolio consists of ‘bedrock investments’. Their role is to generate stable, consistent returns over time.
Laureola Advisors is an established boutique asset manager focusing exclusively on the asset class of Life Settlements. A well-managed portfolio of Life Settlements can make money in all market conditions since the fund’s returns are generated by mortality which has no correlation with traditional asset classes. The Laureola Australia Fund is specifically designed for Private Clients and small to medium sized Family Offices who must be 'Wholesale Clients'.