In conversation - February 2021

Straight from our managers’ homes to yours; catch up on how they are tackling 2021, in our latest In conversation series.

Much has happened since the last time they spoke to you. Lockdown 2.0; Lockdown 3.0; a post-Brexit trade deal with the EU; Joe Biden became president; and the beginning of a global vaccination drive.

Our managers invite you into their homes and their minds, providing you with an insightful update on their latest portfolio positioning and performance. They discuss important themes and trends that they expect to play out, as the world steps optimistically into 2021.