In Perspective Spring 2021

Read our latest issue of In Perspective, as our portfolio managers provide insight into how we should navigate the future, the practicalities of investing in a net zero world, and how Quality is back in favour.
Read our latest issue of In Perspective, as our portfolio managers provide insight into how we should navigate the future, the practicalities of investing in a net zero world, and how Quality is back in favour.

With challenges come opportunity

As we enter the final stretch of 2021, new risks have emerged. Energy prices have risen sharply, supply chains have been severely disrupted and China’s property and debt markets have come under renewed pressure.
Nonetheless, we believe it is too soon to batten down the risk hatches, as we are still only mid-cycle in terms of global economic growth.

Read our latest issue of In Perspective.

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