Current Market Views

Investment Update

We would like to keep you up to date with our thinking in this period of extreme volatility and give you a quick update on our funds at QUAERO CAPITAL. In the fog of war, it is extremely hazardous to make any prediction and invariably, these tend to be highly contextual or misguided in a shock such as the one we have experienced this quarter.

We can however make a number of observations that we hope will be useful to our clients.

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Cullen’s investment principles

We are partnering with Cullen Capital Management, a leading value asset manager based in New York, to launch our new ESG US Value equities strategy.

In this video, Jim Cullen, Founder and CEO of Cullen Capital Management, gives an overview of the company and its history, and explains its two founding principles : buying stocks at a low price and investing over the long term.

Asia’s income attraction

Yield
Photo: Nick Youngson CC BY-SA 3.0 Alpha Stock Images

If Trump is thinking of running on the same slogan as two years ago, he will need to add something – “Make America Great Again – it should be easier from a lower base…” While it would be unfair to blame the President for the entirety of the ‘Trump dump’, the sniping at the Fed, the incompetence of the foreign policy (what policy?) and the totally unnecessary trade wars are material factors. Yet the main drivers of the recent turbulence in markets have been in place since last year.

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