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Q2 2025 HOUSE REPORT
SECURITY: A NEW THEME SHAPING OUR INVESTMENT APPROACH
We have updated our global thematic approach to investing by introducing a sixth major theme: Security. What does this entail, and why introduce it now?
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Could your charity benefit from taking a ‘total return’ approach?
Trustees face a balancing act to ensure they generate sufficient income for current beneficiaries, while growing income over time so that future beneficiaries have the same spending power, after the effects of inflation. In the past, a charity with permanently endowed capital was restricted to only being able to spend its income.
This put it at a disadvantage to unrestricted charities, where trustees had the flexibility to spend both the income and capital.
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Where private equity is finding tomorrow’s winners
Following on from Alastair Baker’s introduction to the sector in the Q4 2024 edition, it’s worth recapping how private markets work and how they can be accessed. Private markets are made up of a variety of asset classes, including private equity, private debt, real estate, and more.
We see these markets as akin to a spice market of old – rich with diverse and interesting opportunities.
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Europe’s spending spree: Big budgets, bigger questions
Europe has rediscovered the allure of big fiscal spending. After decades of cautious budgeting, European leaders are suddenly opening their wallets, committing billions for infrastructure improvements and a significant jump in defence budgets.
Is this the beginning of a new chapter of European economic exceptionalism? Can Europe turn the apparent loss of the US security guarantee into a productive defence industry?...
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Why stewardship matters more than ever
As we are witnessing across many industries, the ripple effects from President Trump’s return to the White House are global. In asset management, proclamations of sustainability or net zero are being scrubbed from marketing material with little sign of regret. To some, it seems sustainability was often a convenient pastime that has run its course.
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Security: A new theme shaping our investment approach
Following a recent review of thematic framework, we have decided to introduce a new theme to the mix, Security. This sits alongside our existing five themes – Ageing, Automation, Climate Change, Digitalisation, and Evolving Consumption – all of which remain as valid today as when they were first identified.
Here we explain why we have done this, and what it means for our portfolios.
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Six Minute Strategy: What next after Trump’s tariffs?
US President Donald Trump has unveiled what may prove to be the most radical overhaul of global trade policy in over a century. The magnitude of his tariffs has severely jolted financial markets. Volatility has surged across equities, bonds, currencies, and oil. Guy Monson, Chief Market Strategist, is...
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