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LCI Monthly Strategy Review May 2026
May 2026 was a risk-on month and all 18 LCI strategies posted positive absolute returns. The semi-passive sleeves tracked their benchmarks closely, while the active-enhanced sleeves gave up some relative upside — exactly as the gold and hedging overlay is designed to in a sharp equity rally.
LCI Monthly Strategy Review April 2026
LCI’s April 2026 strategy review highlights a difficult month for active-enhanced (SE) portfolios, mainly due to gold weakness and a newly added European defence ETF position. Despite short-term underperformance versus benchmarks, all strategies remain ahead year-to-date, supported by strong contributions from Korean equities and resilient portfolio positioning.
LCI Annual Strategy Review December 2025
The 12 months to 31 December 2025 were an equity-driven year for La Côte Invest’s strategies. Global equity carried every sleeve, the active-enhanced sleeves earned a second leg of return from gold, and currency was the dominant relative swing factor — a USD-weakness drag on CHF and EUR sleeves and a tailwind for USD-referenced ones.
The End of ESG
ESG is not dead—it’s evolving. Discover how Alex Edmans redefines environmental, social, and governance investing as an integral part of long-term value creation, beyond politics and box-ticking.
Too Many Challenges for Equity Markets: La Côte Invest Now Hedging 50% of Its Equity Exposure
Amidst global economic uncertainties, La Côte Invest is taking proactive measures by hedging 50% of its equity exposure. This strategic move involves implementing a Put Spread strategy with a lookback feature, aiming to protect the portfolio from potential market downturns.
LCI Strategic Asset Allocation: Reduction of US Investments
Trump’s destabilizing actions have shaken global trust in the U.S., prompting La Côte Invest to act. Amid rising geopolitical risk and growing domestic polarization, we’ve halved our U.S. equity weighting relative to market capitalization and introduced a 10% gold allocation. These strategic shifts reflect our commitment to protecting long-term client stability in an increasingly uncertain global environment.
LCI Annual Strategy Review December 2024
Every LCI strategy posted a positive 2024, with US large-cap equity the engine and gold powering the active-enhanced sleeves. Returns ranged from +5.3% to +15.3%. Currency was the swing factor: a stronger dollar lifted CHF and EUR books against peers, while USD strategies trailed strong reference funds.
ESG - Ever So Gone
Once hailed as the future of responsible investing, ESG is fading fast in the U.S. Politicized, diluted, and often greenwashed, its promise to reshape capitalism has collapsed. With regulators pulling back and investors losing faith, America’s “sustainable” revolution seems over — replaced by a wave of economic nationalism.
Why Active Funds Fail and How La Côte Invest Ensures Success
Over 80% of active funds have underperformed their benchmarks over the past decade, according to SPIVA data. At La Côte Invest, we focus on what truly drives long-term success: a sound, cost-efficient strategy tailored to each client. By relying primarily on passive instruments and only taking active positions when conviction is high, we ensure consistency, transparency, and performance.