What makes a good investment and is process a helpful anchor? David Dudding, Senior Portfolio Manager, looks back on 5-years that have included Covid-19 lockdowns, war in Ukraine and double-digit inflation.
Advertising spend was huge during lockdown, but it's not the traditional players who are benefiting. This changing market highlights some of the difficulties with 'value investing' at a time of technological change.
Fund manager interview: maintaining a global focus
With economies looking towards a post-Covid world and concerns around inflation growing, we talk to the manager of the Global Focus strategy about what 2021 might have in store
What makes a good investment and is process a helpful anchor? David Dudding, Senior Portfolio Manager, looks back on 5-years that have included Covid-19 lockdowns, war in Ukraine and double-digit inflation.
Fund manager interview: maintaining a global focus
With economies looking towards a post-Covid world and concerns around inflation growing, we talk to the manager of the Global Focus strategy about what 2021 might have in store
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