Each day brings countless new reports, trends and facts about the global economy and capital markets. To maintain a focus on what is important, we prepared a “strategic investment world view” that we feel reflects the most important factors influencing stock markets.

Unlike the established guidelines provided by the Flossbach von Storch Pentagram, we review our world view repeatedly and make adjustments if the important influencing factors have changed. This is the only way to responsibly invest your capital over the long term.