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

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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Persure Income

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

Embrace Diversification

We seek to provide distinct sources of return through asset classes and strategies that we feel are underappreciated or overlooked.

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An 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.

Evaluating stocks as growth continues to grow

Portfolio Manager Doug Rao discusses the phenomenon of concentrated market leadership and what that means for long-term investors.

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ISG Insight: a mostly benign outlook for US inflation

The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Jim Cielinski, Global Head of Fixed Income, and Andrew Mulliner, Head of Global Aggregate Strategies, both members of the Fixed Income Investment Strategy Group (ISG)*, explain why they do not see significant risks of sustained higher inflation materialising in the next few years, though caution that short-term spikes are possible and investors should evaluate the diversity that their fixed income portfolios provide.

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