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.