Investments / General

Ghosts of the past, present and future

Investment lessons to take us into 2022

It’s quite sobering to realise we are about to enter the third year of the Covid-19 pandemic. As we bid farewell to one year and look forward to the arrival of the next, it’s worth reflecting on some of the lessons we have learned from the pandemic.

Considerations when changing our manager line-up

As a multi-manager, we spend substantial resources on researching, screening, selecting and blending managers with complementary strengths into our fund range. But the process is ongoing and, on occasion, we carefully consider making a change to managers previously selected, particularly if it could enhance the return profile and improve the chances of achieving the desired outcome.

Taking stock and reflecting on the year that was

As a runner, the change in seasons gives me time to reflect. Summer was short and feels like a distant memory. Autumn (my personal favourite) always reminds me that change is the only constant. Winter (which has felt never-ending this year) reminds me of all that’s lost, the hardship of life for so many and the brevity of daylight hours. As we move to spring and back to summer, I am reminded of the new life, new colours, and new daylight hours that come with this season and reminded of how the cycle continues.