Insight

Investing in structural change

Investing in structural change

A friend of mine recently described his “self-inflicted” investment experience as like being on the ocean in a storm bouncing left, right, up down… from growth to value to international to domestic… advice coming from all sides… all of it conflicting with other reasonable-sounding advice. Caught in a storm of labels, his results were terrible, and his head was spinning trying to reconcile all of the different investment styles out there. Sound familiar?

Read the articles below to find out more about our Global Focus Equity investment strategy.

Investment risks

  • The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Important information

  • All data is as at 28 February 2021 unless otherwise stated.

    This document is marketing material and is not intended as a recommendation to invest in any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.

    Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals, they are subject to change without notice and are not to be construed as investment advice.

    ESG information is for illustrative purposes only. This information is not indicative of how or whether ESG factors will be integrated into a fund. Unless otherwise stated in the legal offering documents, ESG integration does not change a Fund’s investment objective or constrain the Investment Manager’s investable universe. For more information regarding a fund's investment strategy, please see the fund's legal offering documents.