ABANDON YOUR DOUBTS
NOT YOUR GOALS
ABANDON YOUR DOUBTS. NOT YOUR GOALS.
Stay the course
Uncertainty is a normal part of investing. But today, doubts arise at almost every turn, causing investors to question whether they have the right investment solutions.
It is natural to feel unsettled, but now is not the time to abandon long-term objectives. With the right perspective, we think it is possible to look past uncertainty and successfully navigate change.
Strategies to navigate uncertainty
Our investing approach is grounded in fundamental research. Based on insights gained from that research, we offer solutions that take three approaches to managing uncertainty.
Harness Disruption
We rely on deep analysis of companies, sectors and emerging trends to try to capitalise on the persistent forces disrupting the markets and the economy.
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Pursue Fixed Income
Uncertainty can shake any investor's confidence and lead to costly mistakes. To overcome uncertainty, pursue fixed income.
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Embrace Diversification
We seek to provide distinct sources of return through asset classes and strategies that we feel are underappreciated or overlooked.
Learn MoreAn investment approach driven by bold thinking
We believe in confronting uncertainty head-on – not merely reacting to change but finding opportunity in it. Find the latest thinking from our investment professionals across asset classes in the Insights section of our website, part of an ethos we call Knowledge Shared.
Reflation train — arriving on time
Jenna Barnard and John Pattullo, co-heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.
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Global money trends still cautionary
Global money growth continues to cool, suggesting downside risk to optimistic consensus economic growth forecasts, argues Simon Ward, Economic Adviser.
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Choice growth: potential opportunities from high yield expansion
Tom Ross and Seth Meyer, corporate credit portfolio managers, explain why the rise in the size of the high yield bond market is to be welcomed.
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