Article last updated 22 July 2025.
For the rest of the world the growth recovery seems to have peaked for the time being, but we think it’s likely to remain buoyant by pre-COVID standards. To be sure, some companies and sectors will be more vulnerable to global labour and supply disruptions, and we discuss what factors to look out for in determining how profits might be affected.
This quarter we also consider an often-overlooked side of environmental, social and governance investing – it’s not just what is made that matters, but how it’s made.
We hope you enjoy this edition of InvestmentInsights.
Julian Chillingworth
Chief Investment Officer
Read the latest version of Investment Insights, Q4 2021
