We collect and analyse data on hundreds of thousands of real portfolios from investment managers who truly embrace transparency.
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Year End Review and 2021 Estimates
2021 has delivered above average returns for equity investors, whilst returns from bonds were generally mildly negative. Thus, multi-asset class portfolios delivered positive real returns for most private client investors across all currencies and risk categories. Go to the PCI and ACI to see the estimates or click to download the article. |
Nov 2021 |
Watch the Q3 2021 Commentary
ARC Group Managing Director, Graham Harrison talks through the November commentary - "Bubble, Bubble Inflation Trouble". Are equity markets in a bubble? How should investors be mitigating the risks of inflation? Watch to find out more or download the full article here. |
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Bubble Bubble Inflation Trouble
Performance for most private client investors thus far in 2021, despite the pull-back in equity markets that began in September, has been ahead of long-term averages. However, the backdrop has been one of increasing nervousness over earnings growth forecasts and equity market valuations. Throw in a negative return from bond markets year-to-date reflecting concerns over rising inflation and, with apologies to the three witches on the heath, the mood of many investors might be summed up as “bubble, bubble, inflation trouble”. |
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Citywealth Fintech Vendor of the Year 2021
The Suggestus platform has been awarded the Citywealth Fintech Vendor Gold Award 2021. |