Given we are a truly independent financial advisor, we have used our ‘freedom of selection’ to source a few
innovative solutions that have been incorporated into client portfolios to provide good growth potential and
simultaneously have defensive qualities when the downturn comes.
In the interest rate space, we have found a product that delivers a diversified and credit protected exposure, with modest fees, that is generating very healthy returns. See the Owl Rock box below. This is a very elegant solution given the illiquidity in today’s bond markets, where central banks are the biggest participants in the market. We have also been able to show clients a selected number of unique inve...