Collective Wisdom.

Harnessing and empiricising the collective perspectives of the the world’s leading Family Office Executives and mining it for powerful insights on motives, markets and trends.

Collective Wisdom.

Harnessing and empiricising the collective perspectives of the the world’s leading Family Office Executives and mining it for powerful insights on motives, markets and trends.

SRL Sentiment Survey: Q4

Those registered to receive the SRL Investment Survey are also those who participate in its creation. 
 
In Q4, SRL team members David Jervis and Jonathan Martin offer a brief round up. Specifically the Q4 review asks:
 
  1. What are the key highlights in the Asset Allocation table? 
  2. What is the Macroeconomic consensus?
  3. How does this translate in to Earnings Expectations?
  4. How is asset allocation responding to the rise of risk free interest rates?
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Unstoppable Trends

By working with leading Family Offices, economists and analysts, we identify the unstoppable trends of tomorrow. Transcending borders and market cycles, Unstoppable Trends are powerful long-term forces that are revolutionising many aspects of our economic activities and day-to-day lives that will continue their transformational impact well into the future. Within each one, we focus on the themes which we believe will see strong and sustained growth over the long-term.

  1. Shifting demographics and improving quality of life.
  2. Changing values and behaviours.

  3. Climate change and resource scarcity.

  4. Digital future
  5. Infrastructure of the future. 

Realise your true potential. Sign up to SRL - Opus.

Full Time, Fractional and Consulting. 

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The #1 global Family Office financial reporting and analytics software.