Current decisions
The model is positioned for resilient growth without relying on a single rate or AI demand forecast.
| Sleeve | Weight | Decision | Rationale |
|---|---|---|---|
| Global quality equity | 28% | Hold | Earnings resilience offsets valuation risk |
| Investment-grade bonds | 22% | Add gradually | Carry is attractive, policy uncertainty remains |
| Infrastructure | 16% | Add selectively | Power bottlenecks support contracted assets |
| Liquidity and hedges | 8% | Maintain | Preserves rebalancing capacity |
Approval rule
A change requires an updated evidence memo, risk contribution check and named review date.
Model limitation
Ranges do not include tax, transaction costs, manager dispersion or client-specific currency hedging.
Public facts are linked to primary sources. Portfolio weights and return assumptions are illustrative.