It’s important to remain focused on the long term and avoid over-reacting to short-term news. Portfolios should be adjusted in
a measured way to the evolving environment."
Bill Street & Daniele Antonucci, share their views and the key messages from our Mid-year Counterpoint at our exclusive Ivy Spinningfields event. Watch the video now.
When the future looks increasingly uncertain, investing in quality growth companies
with financial flexibility is our preferred strategy.
Resilience will be an important differentiator as companies and governments
continue to focus on addressing supply-side disruptions.
The transitions to more local supply chains and a green economy are inflationary
but beyond central bank control, so policymakers are unlikely to hike rates aggressively.
The war in Ukraine could and should accelerate investment in cleantech.
Reducing reliance on fossil fuels can mitigate geopolitical risks.
Technology improvements across all themes are speeding up every year,
and shocks like Covid-19 and the Russia/Ukraine war can accelerate disruption.
Investing puts your capital at risk.
Lending is subject to status.
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Information correct as at 21 June 2022.
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