Sunline follows a disciplined investment process. We permanently research and monitor the investment landscape across geographical regions and individual countries. We analyse the political and macroeconomic factors (e.g. inflation, interest rates and exchange rates); performance of and investor sentiment towards different types of asset (bonds, equities, currency, commodities) and industrial sectors.
At the weekly investment meeting, we assess and decide which geographies, asset classes and sectors are showing strength and potential or weakness and increased risk. We reassess our strategic (tactical) asset allocation accordingly, always maintaining a diversified and balanced portfolio.
Once the target geographies, markets, asset classes are determined, we identify and invest in individual stocks, bonds and funds that have the most potential for growth and reduce exposure to those that concern us.