Invest for tomorrow with the decisions you make today
Protecting and enhancing your wealth in changing markets
Current valuations in many asset classes may present investors with an opportunity to reposition and rebuild their portfolios.
The overall picture is still uncertain, and asset prices could improve further. But as markets shift, we expect to see entry points offering potentially strong medium-term value.
With economies and markets in transition, and persistent inflation threatening to erode wealth, portfolios will need to be resilient to further volatility. They will also need enough upside to thrive in the recovery phase.
In times of uncertainty when it is easy to worry about making the wrong move, we can support you through the big decisions – and keep your dreams on track.
Here are four strategies we believe can guide your decisions today and may benefit your portfolio tomorrow:
Our latest updates on markets can help you understand what the shifting environment means for your portfolio.
Silver lining: how a recession may help economies and investors reset
To stay focused on their goals, investors may need to reposition portfolios to factor in higher interest rates, shifting inflation expectations, and fluctuating exchange rates. Volatility will likely persist in the coming months, with tighter monetary policy uncovering weak points as industries feel the impact of higher borrowing costs. Investors may struggle to find safe havens and, with only limited visibility of how markets will develop, expectations could be upended. But we are also confident this environment can create opportunities. Diversification is key – across public and private markets – and we have the ideas and expertise to help you navigate the complexity.
We think it’s time to disrupt traditional definitions of “disruption”. Once a story for the tech sector, disruption is now all-encompassing. And while technology and AI may be driving many of the changes, this new wave of disruption could shape every aspect our daily lives. The implications will be profound and exponential – and many of the themes arising from Covid-19 will likely be permanent fixtures.
Sustainable investing is at an inflection point. Interest in sustainability has turned into significant investments, and these inflows rightly come with increased expectations about impact and measurement. Investors are at different stages of their sustainability journey and have different ambitions. We’re focused on bringing sustainable investing into the real world, with a focus on pragmatic approaches and the pathways that support real progress.
China is changing. Its economic growth is increasingly driven by innovations in technology, data and science. Its capital markets are developing with a similar energy, on their way to becoming an integrated part of the global financial system. Understanding the country’s unique political context and strategy is essential to grasp the opportunities as an investor and participate in this unique investment story.
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