November 29, 2018

November 29, 2018 | Investment Insightz

Leverage – why investors should take note



One of the biggest challenges facing investors today is the amount of leverage globally, according to Steve Wreford, Portfolio Manager of the Zurich Investments Global Thematic Share Fund.

In this short video, Steve gives his observations on debt and explains why he thinks this is an issue that investors should be concerned about. He also details the two ways that leverage is being managed within the Global Thematic portfolio:



Zurich Investments’ partnership with Lazard Asset Management spans over 15 years, and we are proud to have them as our exclusive investment partner for the Zurich Investments Global Thematic Share Fund. Find out more about Zurich’s Global Thematic Share Fund here, or contact your Zurich representative to discuss how we can help you.


Important information: The content of this publication are the opinions of the writer and is intended as general information only which does not take into account the personal investment objectives, financial situation or needs of any person. It is dated November 2018, is given in good faith and is derived from sources believed to be accurate as at this date, which may be subject to change. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such.  Neither Zurich Australia Limited ABN 92 000 010 195 AFSL 232510, nor Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511 of 5 Blue Street North Sydney NSW 2060, nor any of its related entities, employees or directors (Zurich) give any warranty of reliability or accuracy nor accept any responsibility arising in any way including by reason of negligence for errors and omissions. Zurich recommends investors seek advice from appropriately qualified financial advisers. Zurich and its related entities receive remuneration such as fees, charges and premiums for the financial products which they issue. Details of these payments can be found in the relevant fund Product Disclosure Statement. No part of this document may be reproduced without prior written permission from Zurich.
Past performance is not reliable indicator of future performance. DFOY-014041-2018

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