Asset Allocation Advice

Since 1994, Delmore has provided financial institutions and high net worth private clients with asset allocation advice. It has a history of success in identifying the impact of key trends on equities, bonds, and currencies world-wide. This successful track record differentiates Delmore from many of its peers.

The key indicators that we follow are global interest rates, bond yields, corporate earnings growth, stock markets, inflation, government borrowing and the direction of the main trading currencies. On the basis of our forecasts and research we make specific asset allocation recommendations to our clients in line with their individual portfolio guidelines. Our views are formed through the assimilation of large amounts of information from private and public sources, which are then fed into our proprietary model.

Added Value through Asset Allocation - some key decisions made

January 2005
Predicted that the Dollar would recover strongly throughout 2005

October 2004
Forecast cash and stocks would outperform bonds in UK, Japan and USA

April 2004
Warned that attacks in Saudi Arabia and Iraq meant much higher oil prices

January 2004
Forecast the FED would raise rates in mid summer

January 2004
Advised clients to gain exposure to Japanese property

July 2003
Advised clients to invest in Japanese equities

The Service is provided through regular asset allocation meetings with clients to assess market trends and review forecasts, using our proprietary asset allocation review "The World Today". We also give tactical asset allocation updates driven by fundamental changes in our view of markets.

GlobeTrot, our investment commentary, provides an easy to read update of our global views and is available to clients of the Service .

The Asset Alocation service is not regulated investment business.

Delmore Asset Management Ltd is authorised and regulated by the Financial Services Authority.