The pace of change within technology, society and the world in general is driving some powerful investment themes. Our recently launched Global and European Sustainable Equity Funds seek to identify quality businesses where sustainability reinforces competitive advantage.
Thematic investing is about looking to the future and seeking to identify the key mega-trends impacting our society and economy. Many of these trends are driven by technology disruption, creating a rapidly unfolding race with winners and losers.
In an environment where higher volatility, economic uncertainty and inflation risk persist, we see an important role for a broader, more flexible approach to fixed income allocations. Our multi-sector fixed income strategies offer flexible and adaptable solutions.