Decisions, questions, expectations

Investors are really decision-makers, or they should be. Over the long term, the quality of your decisions, both buying and selling, timing and sizing, is likely to determine the quality of your investment outcomes. Sure, technical skills matter too, but these are usually a given.

As an investor, you often have some tough decisions to ponder: How can I generate the returns I need? Where are the attractive investment opportunities in today’s world? What are the key investment risks looming on the horizon, and how should I position? How can I assess and manage the carbon and social impact of my portfolio?

In this edition of Vista, we give you eight articles designed to provide food for thought for these exact key questions.

Who's Vista for?

Vista is for anyone thinking about the challenges and approaches to long-term investing, including investment teams and decision-makers at pension funds, wealth managers, endowments, charities and sovereign funds.

Some highlights from our magazine include:

• Nikki Matthews addresses the decision-making dynamics that investors often face, building on the idea of 'groupthink' we’ve previously discussed.
• James Baldwin and Kyle Martin provide perspectives on opportunities in infrastructure investing, which looks set to be a big theme this year.
• Jennifer Davidson looks at how investors might want to re-boot bond portfolios.
• Madeline Chelper updates us on another pressing risk: corporate bond defaults; these haven’t materialised as predicted last year but what does the future hold?
• Matt Gibson and Dan Mikulskis take on a much talked-about risk: inflation, assessing arguments for and against, and discussing what investors could do.
• Jacob Stevens describes a framework we are using with clients to reduce the carbon emissions from bond portfolios.