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Insights

Grab a cuppa and read our latest insights below to keep up to date.

Stepping Stones

Autumn 2021

Featuring…

Our post pandemic outlook and how this has impacted the global markets

Other key factors that are dominating the headlines including inflation and the energy crisis

Our portfolio update and the performance of our themes, in particular our sustainable and impact areas of investment

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Tailwinds

Spring 2021

Featuring…

A look back on the changes we made due to Covid-19

The latest on our themes (healthcare innovation to sustainability)

A summary of the positive change economies (PCEs) within our impact review

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Shifting Sands

Winter 2020

Featuring…

An in depth look into technological advancements and their investment opportunities

The recent UK values and opportunities

Property funds update

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Adapting Revolution

Autumn 2020

Featuring…

A keynote about the introduction of next generation technologies and whether or not they will have a positive impact

Covid crash chart (absolute fixed income vs. gilt funds)

A discussion of  macro investment strategies

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