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Client
Families
*As of 30th Mar 2025
Our proprietory tool to gauge the possibility of good or bad future returns, the Market Type model rates the equity market on a scale from Mtype 1 (very attractive) - Mtype 6 (very risky). The MType from where you start can mean the difference between 105% gain or a 56% loss over the next year.
Explore Market Type ModelAs of 30th May 2025
We combine your risk profile with our market type model to determine the equity allocation in your portfolio. This will increase when the markets are attractive and decrease when they are expensive
Risk Profile QuestionnaireExplore our monthly commentaries, where we have documented our views over the past five years. Below are pivotal moments where our data-driven approach has helped build resilient portfolios that stand the test of time.
We track real-life portfolios that we set up based on our Market Type and Fund Selection Model.
LATEST COMMENTARIES
The Future Isn’t What It Used to Be: October 2025 Market Commentary
8 Dec 2025Of Budgets and Bulls, Cabbages and Kings
21 Oct 2025When Peaks Whisper Caution
21 Oct 2025The Slings and Arrows of outrageous tariffs
12 Sep 2025