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May 9, 2022
Between a Rock and a Hard Place
2022 has not been a good year for investors. Slowing growth, surging inflation, monetary tightening, high energy prices, and a war in Europe. Are there brighter days ahead?
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Best Ideas
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Global Equity Income
Large cap global equity portfolio that offers above-average dividend income and defensive characteristics.
UK Equity Income
Exposure to large and stable household names in the UK via systematic and transparent process.
Sustainable Future
A focused equity strategy that invests in stocks at the cutting edge of the sustainability revolution
Best Performing
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Inflation Hedge Commodities (Tax Aware)
A diversified allocation to commodities, to provide an inflation benefit and to diversify from traditional stock and bond exposures.
UK Equity Income
Exposure to large and stable household names in the UK via systematic and transparent process.
US Equity Income
Large cap U.S. listed equity portfolio that offers above-average dividend income and defensive characteristics.
Fund and ETF Portfolios
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Global Sustainable Equity (Tax-Aware)
A core, globally diversified equity strategy that uses ETFs to own the market at low cost. A standard bearer for time in market, rather than timing the market - this strategy is at the core of many of our clients' portfolios.
Global Sustainable Balanced (Tax-Aware)
Broad participation in global risk assets such as stocks, bonds and commodities.
Global Sustainable Moderate (Tax-Aware)
Broad participation in global risk assets such as stocks, bonds and commodities.
Single Stock Portfolios
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AI & Robotics
AI & Robotics technologies are now permeating every aspect of business and industry.
Asia Leaders
A high conviction stock portfolio targeting leading Asian stocks. As Asia transitions from an export manufacturing hub to a global driver of consumptions, Asia's leaders today may become the global leaders of tomorrow.
Global Brands
Exposure to large and stable household names globally – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base.
Core Asset Allocation Strategies
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Global Sustainable Balanced (Tax-Aware)
Broad participation in global risk assets such as stocks, bonds and commodities.
Global Sustainable Moderate (Tax-Aware)
Broad participation in global risk assets such as stocks, bonds and commodities.
Global Sustainable Conservative (Tax-Aware)
Broad participation in global risk assets such as stocks, bonds and commodities.
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Who We Are
Welcome to Leo
Commitment to Clients
Our Team
Working Here
Giving Back
Who We Serve
Individuals & Families
Global Citizens
American Citizens
British Citizens
Australian Citizens
Business Owners & Entrepreneurs
Family Offices
Investing for Women
What We Do
Wealth Management
Tax & Estate
Investments
Cross Border
Insurance
Insights
Contact Us
Subscribe
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Canopy
eMoney
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Please select your country of residence : :
I reside in the United States
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