Fund insights

The latest edition of In Conversation has arrived. Our managers explain how they are navigating current challenges and finding opportunities, they also outline fund performance, positioning and what they believe lies ahead.

The latest edition of In Conversation has landed. Our managers explain how they are navigating current challenges and opportunities, outlining fund performance, positioning and what they believe lies ahead.

Join head of regional sales Ben Johnson as he introduces the latest In Conversation series. This series of video updates are here to provide you with the most up-to-date insights; portfolio positioning, performance and outlook.

For Financial Advisers Only

The latest series of ‘In conversation’ has landed. A lot has happened since our last fund updates: find out how our fund managers have been positioning their funds, navigating challenges and seeking out opportunities. 

Much has happened since our last series. COVID-19 threw us another curveball with Omicron spreading fast. This aggravated existing supply chain and employment issues, fuelling inflation and political instability. Central bankers are under pressure to tighten monetary policy earlier than expected. So, what does this all mean for investor sentiment?  

Much has happened since our last series. The world is largely open again, though the highly contagious delta variant and supply chain disruptions mean life is far from ‘back to normal’.

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.

Now in its second iteration, our In conversation series is beaming from the homes of our managers for the first – and likely not the last – time. They have provided the latest fund performance, portfolio positioning and their views on the future. 

Introducing the, “In conversation” series, you’ll have the opportunity to hear and now see our fund managers provide their expert view in a short, engaging and digestible format. We aim to run these updates twice a year.