All-Weather Investing & Insight.
We work with sophisticated investors, financial advisors and private individuals to achieve better investment results with less risk in a dynamically evolving world.
'All-Weather' Investment Portfolios.
The PCM Portfolios are generally designed for those seeking to preserve capital and generate attractive returns in a conservative manner, irrespective of the ups and downs the global economy might experience (hence the 'All-Weather' descriptive).
Our portfolios are totally transparent (using Separately Managed Account structures) and the returns we generate do not utilise derivatives, leverage or illiquid investments. We only utilise liquid, exchange traded, long-only securities. Here are our returns.
Research & Consulting.
The aim of Prerequisite's research is to try to gain more useful and prescient perspectives on what is happening in the world and in markets.
We subscribe to the principles that insight tends to give rise to foresight, and that the best research is designed not just to detail the frameworks and assumptions of a thesis, but to help the readers think more clearly for themselves about a given set of issues.
Our research is designed to be practical to the investor who has a global perspective and must make asset allocation and currency decisions within their portfolios.
Clients invested in our PCM Portfolios gain a complementary subscription.
The investment team also are available for conference presentations and investment committee consultancy.
Prerequisite Investment Articles & Presentations.
Within this report, we review the events of the 1920s in order to gain some perspective on the present - as they say, history doesn't repeat but it does rhyme, and it is amazing just how much it is rhyming of late. We also update our views around Equities, Currencies & Bonds. The Quarterly Report can…
Recently Daniel was interviewed in Sydney for Real Vision TV on the 21st of March. His presentation discusses many aspects of how the macro environment is evolving around the world with particular emphasis pertaining to under-appreciated liquidity and productivity issues. For those wishing to view this…