Against a rather extraordinary political backdrop, few would have predicted that we would have entered the final months of the year buoyed by strong global investment returns. But as ever, investors need to look forward.
In this edition of the House Report, CIO Guy Monson explains the strength of market returns and we examine the intersection of politics and investment. Our experts discuss:
- Investment strategies for a slowing world
- What happens when politicians embrace disruption
- Whether asset managers are doing enough to tackle rising inequality across society
- How the growth in veganism is affecting traditional food consumption
We also explore the businesses benefiting from advances in personalised medicine, while our Charity Focus explains why we are looking to increase our allocation to alternative investments in charity portfolios.
Articles currently available:
- Market View: Investment strategies for a slowing world – Guy Monson, CIO
- What happens when politicians ‘move fast and break things’? – Subitha Subramaniam, Chief Economist
- Ageing into a better future – Alex Hunter, Global Equity Analyst
- Charity Focus: What do investors need to know about alternatives? – Kamran Miah, Investment Manager
- Plant power – Jeneiv Shah, Co-Fund Manager of Sarasin Food & Agriculture Opportunities
- Are asset managers doing enough to tackle inequality? – Therese Kieve, Stewardship Analyst
- Shareholders must exercise their democratic rights – David Pitt-Watson, External Adviser