Q3 2024 Investment Update



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In this investment update video, Helen Roughsedge, Investment Director, discusses:

  • The market events and trends that have dominated in Q3 and the impact these had on performance
  • Our level of confidence in the likelihood of a Soft Landing scenario
  • Whether the current market events present a substantial risk to the projected outcome
  • How our portfolio is structured to take advantage of opportunities and manage risks in the Q4 outlook

This content is provided for informational purposes and is directed to professional clients and eligible counterparties as defined in Directive 2011/61/EU (AIFMD) and Directive 2014/65/EU (MiFID II) Annex II Section I or Section II or an investors with an equivalent status as defined by your local jurisdiction.  It is not intended for retail clients. Information provided does not constitute investment advice and should not be relied upon as a basis for investment decisions. It has been produced as thought leadership which represents our intellectual property. Reproduction of this material in whole or in part is strictly prohibited without prior written permission of Fulcrum Asset Management LLP. Copyright © Fulcrum Asset Management LLP 2025. All rights reserved.

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