"In a world of anomalies, there are plenty of bright spots. Identifying the opportunities created by policy choices and geopolitical shifts will be as important as safeguarding against the risks they entail."
"There are many unknowns about the scale, breadth and implication of a Republican majority across all chambers of government. As investors we remain focused: to invest for long-term capital growth, identifying companies we consider to be leading and at the forefront of the transition to a more sustainable world, through the balance of stakeholder outcome – being planet, people and profit.”
"Being brave enough to follow the direction of research and invest in areas that are out of favour at the time often leads to the greatest rewards.”
“Seizing opportunities in risk assets, while balancing inflation risks will be key in 2025.”
"In a world of anomalies, there are plenty of bright spots. Identifying the opportunities created by policy choices and geopolitical shifts will be as important as safeguarding against the risks they entail."
"There are many unknowns about the scale, breadth and implication of a Republican majority across all chambers of government. As investors we remain focused: to invest for long-term capital growth, identifying companies we consider to be leading and at the forefront of the transition to a more sustainable world, through the balance of stakeholder outcome – being planet, people and profit.”
"Being brave enough to follow the direction of research and invest in areas that are out of favour at the time often leads to the greatest rewards.”
“Seizing opportunities in risk assets, while balancing inflation risks will be key in 2025.”