Why it is not enough to just hold beta anymore: 8 macro-economic themes driving global markets and how I’m playing them

Balanced investing in traditional markets (ie being a buyer of long-only beta) has handsomely rewarded many investors in the years since the financial crisis.

London, 23 July 2015: Balanced investing in traditional markets (ie being a buyer of long-only beta) has handsomely rewarded many investors in the years since the financial crisis. The tide has lifted all boats as virtually every asset class has done relatively well. But relying on long-only beta to deliver returns through the lurches in today’s global markets is not be enough anymore, says Fund Manager Talib Sheikh. As a macro-thematic, multi-asset investor who strives for a portfolio that can perform no matter the economic and market conditions, Sheikh has increasingly tapped into a mix of sophisticated strategies to diversify away from traditional asset classes.

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