Investment Update
In this quarter’s update, Fraser Harker, Investment Analyst, outlines two thematic positions that we have taken to benefit investors in an ever-changing world, while Ben Kumar, Senior Investment Strategist, explains why, from an evolutionary perspective, our brains are not wired to cope with the turbulence witnessed in today's financial market.
When times are calm, we spend a lot of our time building models that help when the world gets scary. We benefit from the range of thinkers in our team, not all of whom have the same fear-triggers.
To read more about our views on the current environment and the changes that we are making to portfolios from Fraser, Ben and the team, please see below for our latest investment update.
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