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."
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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Investing in stocks either directly or indirectly carries investment risk. The value of equity based investments may go down as well as up over time due to factors such as, market volatility, interest rates, and general economic conditions. This issue shares forecasts, which are not a reliable indicator of future performance.
Information correct as at 21 June 2022.
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