The market is not an accommodating machine. It won’t provide high returns just because you need them.
Our long-term Investment Megatrends
These Investment Megatrends, together with others which are identified and routinely debated by the investment team, drive our product development, asset allocation and portfolio construction. They are secular trends, expected to fully develop over a five to ten year horizon and provide useful reference points for us when forming our views of where to dedicate our resources and, ultimately, where to allocate our clients’ money.