MEDIUM-TERM GLOBAL OUTLOOK

MEDIUM-TERM GLOBAL OUTLOOK

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Focusing on the Medium-Term

We believe investing should focus on adding value through the medium-term, while being aware of short-term outcomes. Our focus on the medium-term over the short term means that we spend less time on trying to forecast near-term outcomes. Our focus is always on delivering great risk-adjusted returns within a clear governance framework and investment process.

Our Medium-Term Global Outlook papers explicitly look out over the coming five years to identify key focus areas that we expect will improve portfolio resilience and reduce the risk of negative surprises for investors.

2021 Medium-Term Global Outlook

Sustaining returns for the future: Oreana's 2021 Medium-Term Global Outlook

We think 2021 represents the start of a new economic cycle. The outlook, as ever, is uncertain.

Our 2021 Medium-Term Global Outlook: Sustaining returns for the future focuses on five key themes that are important and implementable. Implementing any of these is a good starting point for asset allocators and investors.

Sustaining returns for the future: Oreana's 2021 Medium-Term Global Outlook

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Insights on Market Outlook

    2021 Medium-Term Global Outlook