Strategy Insight
Our series of Strategy Insight papers deliver analysis of key investment themes
Value vs. growth update
In this paper, we look at the composition of our equity exposure and how the 'growth' & 'value' approaches will perform in the current market conditions
Brexit update
In this paper, we set out the different withdrawal scenarios, detail their probabilities and assess how asset classes may react, either favourably or unfavourably. The paper is split into three main sections which include an overview of the current situation, our investment conclusion and further background details which contextualise our conclusion.
