Discretionary Investment Services
Areca Capital Offerings
Our discretionary investment process is built on a top-down macro perspective, translating global economic insights into dynamic portfolio positioning. Portfolios are managed in alignment with our in-house macro strategies and tailored to each client’s risk profile, ensuring a disciplined and responsive approach to evolving markets.
You can explore our current strategies below.
Investment Strategies Overview
Thematic Investing
Fixed Income Emerging Markets Portfolio
This portfolio strategy focuses on global emerging markets USD denominated fixed income. The portfolio seeks to achieve USD denominated returns in the range of 8–10%.The objective is to capitalize on both credit spread compression in corporate and sovereign bonds and the dynamics of the USD rates structure. Investments include individual EM bonds and ETFs. Leverage is used only to mitigate credit or market risks.
Physical Commodities Portfolio
This portfolio strategy offers actively managed exposure to key commodities, primarily through ETFs. It aligns with the commodity-related themes from the main Thematic Investing portfolio and applies a top-down macro-investing framework. As part of the framework it incorporates supply-demand dynamics, geopolitical factors, and idiosyncrasies of individual commodities.
Local Currency Portfolio
The primary goal of this portfolio is to generate superior returns of 10–12% by investing in fixed-income assets denominated in non-USD currencies predominantly within Emerging in addition to selective Developed markets. It targets market opportunities in both FX appreciation against the USD and carry/capital gains of local fixed-income assets. Investments include local currency sovereign bonds and medium-term notes (MTNs) issued by A-rated or higher supranational entities. Leverage is only employed when hedging FX or interest rate risks.
USD Money Market Portfolio
This portfolio is a conservatively managed investment portfolio designed to provide investors with continuous liquidity, capital preservation, and competitive returns by investing in high-quality, short-term USD-denominated instruments. The primary objective of this portfolio is to deliver an enhanced yield over short-term deposit rates, while maintaining daily liquidity, positioning it as a compelling alternative to cash.
Structured Products Thematic Investing
This strategy leverages our Thematic Investing strategy by incorporating structured products based on themes from our flagship portfolio. Depending on the theme, the strategy either amplifies potential payouts through leverage or reduces volatility by utilizing principal-protected products. This produces a tailored approach to risk and reward.
Why Choose Areca’s Discretionary Investment Services?
Areca blends global macro insight with disciplined portfolio management, tailoring each strategy to your risk profile and financial goals. Our actively managed portfolios span thematic investments, emerging markets, commodities and more, offering both flexibility and focus. With a transparent approach, selective use of leverage and ongoing client support, we help you navigate markets with confidence.
Get Started
Experience personalised wealth management and advanced financial solutions. Complete the enquiry form, and our expert advisors will be in touch shortly.
Frequently asked questions
Our macro analysis is top down: it focuses on growth and inflation indicators as well as central bank monetary policy and the global liquidity cycle. Based on this analysis and market signals, we are able to select the most impacted asset class and make risk managed investments across them
© Areca Capital LTD. All rights reserved.
Areca Capital LTD is regulated by the ADGM Financial Services Regulatory Authority (FSP number 210035).
Address
607, Floor 6, Al Sarab Tower,
Abu Dhabi Global Market Square, Al Maryah Island,
Abu Dhabi, UAE
Subscribe
Subscribe to our newsletter for insights on global markets, financial trends and exclusive.