In this quarter’s video commentary, Simon Evan-Cook and Alex Paget explore the role of forecasting in portfolio construction and what valuations can realistically tell us about future returns.

Drawing on data from Research Affiliates, they examine why global equities may deliver modest returns over the next decade, and where more attractive opportunities could lie within international markets. While much of the wealth management industry has moved towards concentrated, expensive areas of the market, the team explain why Downing Fox has remained committed to diversification.

Watch the video to better understand how the MGTS Downing Fox Funds are well positioned to capture potential upside, where valuations are more compelling, and why that approach may serve your clients well in the years ahead.

If you’d like to learn more about our approach or the Downing Fox Funds, visit our webpage or get in touch.

Read the commentary here.

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Important notice

Past performance is not a reliable indication of future performance.

This video is intended for financial advisers and has been approved and issued as a financial promotion by Downing. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested. Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.