In conversation - January 2022

Welcome to our latest ‘In conversation’ series which delivers invaluable insights direct from our fund managers.

Much has happened since our last series. COVID-19 threw us another curveball with Omicron spreading fast. This aggravated existing supply chain and employment issues, fuelling inflation and political instability. Central bankers are under pressure to tighten monetary policy earlier than expected. So, what does this all mean for investor sentiment? 

Our managers explain how they are navigating current challenges and opportunities, outlining fund performance, positioning and what they believe lies ahead for 2022.

We trust these insights will help you assess the role our funds can play in your investment propositions and client portfolios.