Investment comment - April 2018

Investment comment – April 2018

As 2018 began, KFC ran out of chicken across its UK branches, the Big Cheese Festival in Brighton ran out of cheese, and Cape Town was in danger of becoming the first major city in the world to run out of water. In equity markets, meanwhile, a rally that had delivered outsized returns to investors in 2016 and 2017 ran out of steam.

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A perspective on returns – thoughts from our Real Return team

In the early part of this decade, we discussed a qualitative idea for the post-millennial world, which we called ‘A perspective on returns’. In a new paper we provide an update on our thinking amid the current escalation in financial-market volatility.

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Our investment philosophy

Global thematic investing – Our investment philosophy

Our global, thematic investment approach in a nutshell.

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Responsible Investment - Home page teaser

Responsible investment

We believe that responsibly managed companies are best placed to achieve sustainable competitive advantage and provide strong long-term investment opportunities.

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