War, climate change, pandemics, inflation, rising interest rates
The job of investing involves reckoning with a huge amount of uncertainty and intersecting trends while making good decisions, screening out noise and resisting the temptation to overreact. That is, of course, easier said than done. 2022 might just be presenting one of the most difficult and testing environments investors have faced in their careers.
In this edition of Vista, we bring you 9 articles that explore the idea of turning points while staying focused on core investment practices. We delve into staying open and curious about new ideas, whilst always questioning deeply held assumptions. This has never been more important than in the changing times we find ourselves in.
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:
Karen Ward, Chief Market Strategist EMEA at J.P. Morgan Asset Management, looks at rising inflation and why investors should think about the dawning of the new rising interest rate environment.
Laasya Shekaran proposes a radical shake-up in how we address risk within portfolios: by addressing systemic risk and taking responsibility as universal owners. Could this be the way to prevent big financial crises?
Matthew Bleakley takes a sector perspective and asks what the future of the troubled retail sector means for investors.
Nikki Matthews demonstrates how encouraging demographic and cognitive diversity in your team will improve decision-making and could ultimately generate higher long-term returns.
How we can help
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