Insights Exchange

Our investment team recently sat down with financial journalist, Bruce Whitfield to share our views on markets, investment themes and where we are currently seeing opportunities. ? Have a look at the first video, where our Chief Investment Officer, Andrew Dittberner and Bruce talk about how to invest in an increasingly volatile and unpredictable world. They discuss current dynamics and major trends and emphasise the importance of a robust investment philosophy and process aimed at identifying high-quality companies led by exceptional management teams.

MARKET OVERVIEW

Click image to watch the video (duration: 19:38) Specific mentions: US recession expectations, interest rates, inflation, economic cycles, central bank funding, government debt levels, valuations, asset bubbles, fundamentals, behavioural finance, key long-term earnings drivers, elections.