Given the issues of:

  • historically low interest rates.
  • highly leveraged global economy with a high likelihood significant debt defaults.
  • economic and stock valuation uncertainties with risks of major falls.

 And investors need to:

  • generate sufficient income,
  • protect against major market falls

When most portfolios aren’t ‘diversified non-correlated’ - a consequence of being ‘late cycle’ in the long-term debt cycle, with debt at historically elevated levels resulting in a low interest rate environment. In recent financial crises the value of both stocks and bonds have moved together.

By adding Gyrostat to portfolio as a ‘highly defensive’ fund:

  • lowers portfolio risk.
  • increases income.
  • improves returns through investment cycle
  • enables model portfolio outperformance vs peers.

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