While the last five years have encompassed exceptional, and sometimes catastrophic, events and this has weighed on asset class returns, we remain optimistic that the portfolios we manage on behalf of our clients are set to deliver strong absolute and relative performance over the next five years, and beyond. The current shift in inflation and interest rate policy that has been underway for a year or so is changing the investment landscape, and we feel it is presenting us with very interesting opportunities. Learn more in our latest Investment Spotlight.
