Clarien Investment Outlook Series

Optimise. Invest. Grow.

Scope and scale, tailored to your needs. “…the best time to lay the foundations of an investment plan is before the next downturn. It is always difficult to stick with a plan while in the midst of market declines, and to do so without prior review is nearly impossible.”

Episode 1: What are the key points to remember in this challenging environment? – April 8th, 2020

• As we navigate the current market, there are a few key points to remember. It’s important to view performance through the lens of your financial objectives in the long-term, rather than day to day headlines. While there is a lot of uncertainty, our key message for clients:
  • Don’t panic – Stay Invested
  • Play for time
  • Portfolio management: Re-balance back to your target allocation
• • Tactical opportunities: “Start nibbling into” risk assets

Head of Investment Strategy

Rob joined Clarien’s Investment Management Group in June 2014 and is the Head of Investment Strategy. In this role, he is responsible for all aspects of the investment process supporting Clarien’s asset management and institutional investment businesses. Rob works closely with outside investment committees of insurance companies, foundations and family offices to determine and manage optimal portfolios to balance investment return and risk to achieve desired client outcomes. Read more