Market Snapshot | September 2023
Markets and Investments
Hear from our Chief Investment Officer, Nancy Curtin, as she discusses AlTi’s investment views and outlook on the markets.
Please note that this was filmed before some of the recent turbulence in markets but our views remain unchanged.
Notes & Important Disclosures
This information is being provided by AlTi Global, Inc. (“AlTi”), exclusively for use by recipient. For the purposes of this disclosure, AlTi includes certain of AlTi’s affiliates that are registered as investment advisers with the U.S. Securities and Exchange Commission, (each, an “AlTi Affiliate RIA” and collectively, “AlTi Affiliate RIAs”) that provide investment advisory services. Any investment products referred to herein are managed and / or advised by one or more of AlTi Affiliate RIAs. No part of this material may, without AlTi’s prior written consent, be copied, photocopied, or duplicated in any form, by any means. AlTi is providing this information solely in connection with providing general investment advisory services and is not in connection offering investment advisory services with respect to any “private funds” that are managed by such AlTi Affiliate RIAs. The information provided is in no way intended to be considered a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security, by AlTi or any AlTi Affiliate RIA, including an interest in any investment vehicle or any other financial product, including any investment advisory, wealth planning or trust arrangement managed or advised by AlTi or any AlTi Affiliate RIA, nor does it constitute investment, legal, or tax advice with respect to the products and services and it is important that you do not rely on its content when making an investment decision. Neither AlTi nor any AlTi Affiliate RIA make any representations through this information as to whether any security or other financial product is suitable to you or will be profitable.
This information is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction.
Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. Investments are not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other governmental agency. Prospectuses and offering documents should be read thoroughly before investing. No representation is made that any client will or is likely to achieve its objectives, that the strategies, investment process or risk management referenced in the information provided will be successful, or that any client will, or is likely to, make any profit, or will not suffer losses, including loss of principal. Past performance is no guarantee of future results.
Opinions regarding the suitability of investment approaches, including risk allocations and other portfolio decisions, are not tailored to any specific client, do not constitute recommendations, and are solely provided to facilitate discussion. Individual investor portfolios are constructed based on the individual’s financial resources, investment goals, risk tolerance, investment time horizon, tax situation and other relevant factors.
Any statements, assertions or the like (collectively, “Statements”) regarding prior or future market or other events, or views about investing, are based upon AlTi’s beliefs, which may not reflect those of the firm as a whole, unless the information provided includes the source(s) with respect to such Statements. Additionally, AlTi Affiliate RIAs may pursue investment strategies for clients that do not reflect or contradict the beliefs set forth in any Statement at any time, including at the time of publication. The Statements involve inherent risks and uncertainties, both general and specific, many of which cannot be predicted or quantified and are beyond the control of AlTi. Future evidence and actual results could differ materially from those set forth in, contemplated by, or underlying these Statements, which reflect AlTi’s beliefs at the time of publication and are subject to change. In light of these risks and uncertainties, there can be no assurance that these statements will prove to be accurate in any way.
Information given herein is believed to be reliable, but AlTi does not warrant to its completeness or accuracy, nor does AlTi assume any obligation to update or revise such information. Certain information has been provided by and/or is based on third-party sources and, although believed to be reliable, has not been independently verified and AlTi is not responsible for third-party errors.