EnCor Navigator: allocation of assets in Q2 2025
Disruption ongoing
Our step to de-risk our portfolios at the end of January proved prescient, as US assets, especially equities, sold […]
EnCor Navigator: allocation of assets in Q1 2025
The US Disrupter
Our pro-US equities stance helped the performance of our portfolios through Q4 2024 and into January 2025. At […]
A new fund focused on the fast-growing global Private Credit segment.
EnCor joins forces with EMUN to launch a new fund focused on the fast-growing global Private Credit segment.
Macroeconomic changes are opening up […]
EnCor Navigator: allocation of assets in Q4 2024
Trump redux – 9 November 2024
One of the busiest weeks for markets in recent memory has just closed. Interest rate […]
EnCor Navigator: allocation of assets in Q3 2024
Inflation’s slow comeback
Commentators and investors who have “missed out” on gold and Equities in many places rising to all-time highs […]
EnCor Navigator: allocation of assets in Q1 2024
“Goldilocks” for now
As in the famous “Goldilocks” fairy tale, investors in recent months have seen inflation tracking down to moderate […]
EnCor Navigator: allocation of assets in Q4 2023
Cutting risky assets into stronger markets
US and global equities spent most of 2023 in a rally phase, though performance was […]
EnCor Navigator: allocation of assets in Q3 2023
“Barbell strategy” for portfolios continues in Q3
The resilience of the US economy and the positive performance of US equities in […]
EnCor Navigator: allocation of assets in Q2 2023
Resilient growth dictates positioning in Q2
Financial markets around the world are in a much calmer situation than global news headlines […]
EnCor Navigator: allocation of assets in Q1 2023
Conditions stabilizing in the near term, allowing some risk-taking
Liquidity and sentiment conditions in financial markets are calmer in Q1 2023 […]