Case studies

Investment insights

Annual investment outlook for a boutique asset manager

Investment Outlook Case Study Image

The need

The best investment commentary not only gives keen insights into markets but also conveys an asset manager’s strengths. This boutique asset manager wanted to publish an annual investment outlook that showed how being on the ground in the Middle East, Africa, China and Mexico gave it an investment edge.

The difficult bit

Working with drafts written by the portfolio managers based around the world, we crafted a clear market view with a consistent tone of voice. Equally importantly, we illustrated how local portfolio managers in emerging markets could identify pockets of value in private equity or real estate.

The result

The investment outlook took its place as one of the asset manager’s main marketing documents for the year.