How we are managing our clients' portfolios

Between a global pandemic, war in Europe and historic levels of economic and market volatility, the first half of 2022 can be summed up by this aphorism: "There are decades where nothing happens; and there are weeks where decades happen."

This paper discusses what we're doing to manage our clients' multi-asset portfolios using our CVS investment decision-making framework by answering the following questions:

  • Where in the business cycle is the economy
  • How expensive is a security's valuation relative to other regions?
  • What are the strongest gauges of market sentiment?

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