Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.
Alternatives 2022: Has the Bull Gone Far Enough?
Will the global economy recover in 2022?
Alex Crooke, Portfolio Manager of the Bankers Investment Trust, provides an update on the Trust, highlighting changes made to the portfolio, the performance of the Asia Pacific region and valuations in the technology sector. Alex also provides his outlook for 2022, pointing out one of the most underappreciated risks.
The Nexus of Sustainable Development and Decarbonization
The outlook for natural resources as decarbonization and the growing global emphasis on sustainability create powerful, multi-decade investment opportunities.
Sustainable Equities: Maintain Focus on Long-Term Secular Growth
Our Head of Global Sustainable Equities explains why investors should not be wrong-footed amid increased volatility in 2022.
Strategic Fixed Income: A More Fertile Environment for Bond Returns
Jenna Barnard and John Pattullo believe developed market government bonds have a surprise in store in 2022.
Reconstructing Fixed Income Promo NA
The European Smaller Companies Trust
Ollie Beckett, Portfolio Manager of The European Smaller Companies Trust, delivers his 2021 Annual General Meeting presentation to shareholders. Ollie covers the Trust’s performance over the last financial year and portfolio activity over the period.
Upwardly mobile: credit’s quest for glory
Fixed income portfolio managers Tom Ross and Tim Winstone explore how a drive to improve among corporate borrowers can have winning results for both companies and investors.
The return of inflation: what it could mean for markets and the economy
Investors should be mindful of how the future path of inflation can impact the economy, policy and financial markets.
Introducing the REITs 3.0 flywheel
Global Property Equities portfolio manager Greg Kuhl discusses the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth can generate value for investors.