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Navigating Rates
Geopolitics and technology are upending age-old certainties and centres of gravity. This creates an environment that calls for a dynamic approach to investing. Volatility will likely persist and, while interest rates should continue to fall in many parts of the world, the path to lower rates may be uneven. Predicting the outlook for markets is set to be difficult – even in the short term – and an agile approach will be essential. We are confident that market upheaval can create opportunities. The key is to stay invested and rebalance portfolios as needed. Consider rethinking diversification: deepen exposures within traditional asset classes and explore a broader set of uncorrelated assets.
Our teams bring ideas and expertise across public and private markets at a time when we think it is important to stay diversified, prepare for the unexpected, and position for new opportunities.
Embracing Disruption
We think it’s time to recast traditional definitions of “disruption”. Once a story for the tech sector, disruption is now all-encompassing as artificial intelligence and other transformative technologies are used widely.
While technology may be driving many of the changes, this new wave of disruption could shape many aspects of our daily lives. There are also geopolitical shifts to watch as China becomes preeminent in high-tech industries like electric cars and India positions itself as an emerging power.
The implications of this new age of disruption will be profound and exponential, and together we can embrace the opportunities.
Achieving Sustainability
Sustainable investing is evolving rapidly. Increased flows rightly come with increased expectations of measurability and impact. The industry is on a journey: from a focus on ESG-led risk management to purposeful sustainability solutions and ultimately to impact investing strategies that contribute to measurable environmental or social benefits.
We believe this direction of travel towards real-world change will be the long-term trend of the decade. With a considered approach to achieving sustainable outcomes, we are alongside you at the different stages of your journey, whatever your ambitions.
Transforming Infrastructure
Infrastructure is key for the development and smooth running of economies and societies, but much of the infrastructure needed tomorrow does not exist today. Private capital can play a crucial role in funding essential projects as huge investments are needed, especially for the transition to greener energy.
Investors have many ways to enter this complex asset class and can pick their spot in the capital structure and the region or duration of the investment.
With our expertise and market access we are working with investors today to transform the infrastructure of tomorrow.
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