Industry Voice

The pandemic reshaped the market and created massive dispersion in performance between sectors, with the winners and losers largely sector specific. In our view, the industrial sector was the big winner, retail a long-term loser, and office holds both winners and losers.

Despite strong fundamentals, growth stock valuations are extreme

The transition to a low carbon economy presents many new opportunities, and potential risks. How can investors best prepare and ensure their investment portfolios remain positioned for long term growth?