IN DIRECT CONTACT

WITH OUR CLIENTS

The advisory process at Anchor Capital Advisors is based on these 3 fundamental pillars in order to develop this function adequately.

WITH OUR CLIENTS

Macroeconomic Situation

● EURO Zone
● United Kingdom
● United States
● Emerging

Fixed Rent

● Governmental
● Corporate
● High Yield

Variable Income

● Geographic (Eurozone, UK, Japan, China)
● Sectorial (cyclical or defensive)

Currency

● EUR/USD
● EUR/GBP
● EUR/JPY

Commodities

● Oil
● Gold
● Others

Financial Markets

● EURO Zone
● United Kingdom
● United States
● Switzerland

Identification of opportunities and risks.

We hold an Investment Committee once a month conducted by the members of the team. The objective of carrying out an analysis of the economic-financial situation is to identify opportunities and risks to stabilize an investment strategy.

The strategy takes as reference the study of the following factors: Macroeconomics, Valuations, Funds Flows and Technical Analysis. Opportunities are defined when the 4 factors favor the investment in question, while when at least 2 of the 4 factors are opposite, they are identified as risks. Subsequently this strategy is applied to each of the customer portfolios adjusted to the profile and needs of each individual performing the relevant monitoring.