Fulcrum is a highly innovative, independent asset manager with an inquisitive and thoughtful culture. Our heritage in macro strategies and research remains central to our business today and we have gradually evolved to have three principle capabilities: Discretionary Strategies, Alternative Solutions and Quantitative Strategies. All three are underpinned by our belief in investment innovation and supported by our macro foundations. As partners we developed our mission statement together to reflect the importance of our clients and the integrity of our investment approach: “Guided by innovative research, a disciplined investment process and effective risk management, we aim to be our clients’ most trusted long-term partner.”
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📢 We are excited to announce that Bridges Fund Management Ltd. are joining our LTAF Panel of Illiquid Specialists! They will provide UK private equity exposure with strong sustainability credentials. More information is in the link below. A big thank you to Maggie Loo, Michele Giddens and team for their hard work getting this over the line.
In this week’s Fireside Chat, Gavyn Davies and Dr Andrew Bevan discuss global economic updates, including China’s latest policy announcements, the sharp drop in Euro Area GDP growth reflected in Fulcrum's nowcast, and the shift of all three major global central banks into easing mode. Click on the link to watch the full video: https://lnkd.in/eVyUQDyr
Fulcrum’s Head of Equities, Fawaz A. Chaudhry, joined Frank Holland on CNBC’s Worldwide Exchange to discuss the latest market trends. Follow the link to listen to the discussion on China’s slowdown global implications and whether equities are attractive: https://lnkd.in/eKWBG_9z For professional investors only. This content is for informational purposes only and should not be construed as investment advice.
In this week's "Fireside Chat," Gavyn Davies and Dr Andrew Bevan discuss the market's anticipated Fed rate cut more accurately than analysts. They also talked about how market expectations for rate cuts are more aggressive than the signals from the Fed, and how the financial conditions have shifted to support economic growth. Click the link to watch the full video: https://lnkd.in/eR56xpDt
In this week’s Fireside Chat, Gavyn Davies and Daniel Wales discuss the current state of the US election, focusing on polling dynamics, the significance of the Electoral College, and the implications for Congress. They also analyse the potential fiscal policies under different presidential outcomes. Click the link to watch the full discussion: https://lnkd.in/ed46wWkE
In this week's "Fireside Chat," Gavyn Davies and Dr Andrew Bevan discuss the employment data for August, the need for the Fed’s rate cuts, the likelihood of a soft landing, and equity prices, particularly in the AI sector. Follow the link to watch the full video: https://lnkd.in/efXUNk-7
“I think what is more important is most polls state by state show that President Trump has a bigger edge in the Electoral College than he may have in the popular vote... people have not made their minds up yet about Kamala Harris, and she has a chance now, maybe a month or so, to support.” Gavyn Davies Watch the full video of Gavyn Davies and Daniel Wales discussion here: https://lnkd.in/eFsjJ96S
We are delighted to be participating in Kepler Absolute Hedge’s Fifth Annual Alternatives event at Wembley Stadium. Fulcrum’s CIO Suhail Shaikh will be discussing our latest macro views, and Head of Alternative Solutions Matthew Roberts will be sharing views on innovative solutions in private markets. Register here (professional allocators only): https://lnkd.in/d_vyXibg UK Professional investors only.
In the latest “Deeper Dive” episode, Gavyn Davies and Dr Andrew Bevan discuss China's third plenum setting out the policy direction for the next five years and the major concerns for the Chinese economy. Click the link to watch the full discussion: https://lnkd.in/eD9Bb8gF
Daniel Wales Wales, who recently joined Fulcrum as a Director in Economic Research, joins Gavyn Davies and Dr Andrew Bevan’s “Deeper Dives” series to discuss Brazil's overall economic backdrop and the recent volatility in its markets, including a weaker currency. Click on the link to watch the full discussion: https://lnkd.in/e53nSJ_u