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THE INVESTOR
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25
THE INVESTOR CENTRE
Jason Gordon
The Investor
is a publication distributed on a global basis
to St. James’s Place clients. Certain funds referred to in ‘The
Investor Centre’ section may not be available for public sale in all
jurisdictions in which St. James’s Place operates.The discussion of
these funds is for information purposes only and is not intended
as an invitation or offer to invest in any of the funds.You should
contact your St. James’s Place Partner for further information on
the funds available for public sale in your jurisdiction.
WELCOME
TO THE
INVESTOR
CENTRE
IN THIS SECTION
Fund manager quarterly commentaries are now
available in the ‘Insights’ section of your Partner’s
website or at www.sjpinsights.co.uk
26 The quarterly report
28 Portfolio overviews
34 Portfolio analysis
36 Viewpoint
Tye Bousada (pictured),
EdgePoint Wealth
Management
38 Insights
T
he second quarter of 2017 kept
economists busy as significant
events both at home and abroad
influenced the market.The result of
Theresa May’s snap election created
more questions than it answered in
terms of her Brexit mandate, and exit
negotiations started with the UK falling
in line with the EU’s chosen agenda.
Elsewhere, the US Federal Reserve
raised interest rates by another 0.25%
and suggested a further rise is to follow.
In this edition of ‘Investor Centre’,
our Chief Investment Officer, Chris
Ralph, reviews all of these events in
more detail, EdgePointWealth
Management’sTye Bousada talks about
the importance of active portfolio
management, and our ‘Insights’
article looks at the potential value
for commercial property investors
in garden centres.