How to Generate Attractive Income and Preserve Capital

Presented by

Graham Neilson, Investment Director, Fulcrum Asset Management

About this talk

Generating income of base rates plus 4.5% is not a simple task but it can be done with a multi-asset absolute return approach. It can also be done by avoiding taking unnecessary risks in traditional asset classes, which Fulcrum believes are likely to face a challenging return phase over the medium term. In this session; * We address the current income dilemma – how to generate income without taking too much risk * We highlight the potentially low returns from traditional assets * We suggest alternative solutions * We provide the Fulcrum Income Solution Join this session to learn how to achieve consistent income, low sensitivity to equities AND bonds as well as long-term capital preservation About the presenter - Graham Neilson, Investment Director Graham has been with Fulcrum as an Investment Director since summer 2017. Before that he was the Chief Investment Strategist at Cairn Capital for seven years. Between 2004 and 2010 he worked at Credaris Portfolio Management where he was a Partner and Portfolio Manager. He has also worked at ABN Amro, HVB, Bear Stearns, BNP Paribas and Asia Equity where he started his career in Hong Kong in 1993. Graham has a MA in Economics from University of St Andrew’s.

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Fulcrum Asset Management is an independent investment manager with a global client base of institutions, wealth managers and private investors.