How we do it
Our investment process
We closely monitor economic and policy changes in the leading developed and developing economies to assess projections for economic improvement, inflation, interest, and forex rate changes, trade and capital flows, and other activity.
We evaluate the leading themes influencing the world economy and asset classes, including stocks, bonds, commodities, and currencies, and consider how they fit into our overall asset allocation approach.
We cultivate macro views with short, medium, and long-term perspectives. Therefore, forecasting changes in the economic cycle is central to our investment policy and asset strategy.
Movements in the market
Based on detailed research, we look at behavioral biases, small investor movements, and technical pointers in the market and highlight the differences between market opinion and our interpretations. We then trial our hypothesis using predictive modeling and the experience of our senior investment specialists. Additionally, we meet daily, weekly, and monthly to assess economic factors and discuss their effects on the markets.
We draw together our asset allocation recommendations using a mix of strategic, thematic, and tactical interpretations based on our understanding of economic factors and our client's needs, requirements, and goals.
Individual investment selection
We choose the type and the specific investment that offers the best advantage for the particular investment idea. These could include, among others, mutual funds, bonds, direct stocks, structured products, IPOs, or other alternative investments.
At Lang and Barrett International, we implement research and investment recommendations that best address the needs of our clients. As a multi-asset company, Lang and Barrett International has a strong sell discipline based on complex research and market valuations, so our selection and evaluation processes never end.
Although we do not know precisely what will happen in the future, we can make educated forecasts for each portfolio. The many facets of risk we monitor, from liquidity to variances, enable us to share a meaningful understanding across our team. Along with traditional financial tools, we update and develop our internal risk models to keep all portfolios ideally positioned.