Welcome to the latest issue of Investment Edge, where we bring you thoughtful insights and perspectives on topics that can help you add value to your clients – giving them ‘the edge’, so to speak!
In the investment industry, we constantly remind people that “past performance is not an indication of future performance”; yet we spend a lot of time looking back. So, we’ve decided to make ‘looking forward’ the theme of this edition, where we discuss the following:
- Whether market capitalisation-weighted investing is the best approach to portfolio construction, sparked by a trip to the florist.
- How stewardship can help bridge the gap between the two disparate meanings of ‘legacy’.
- What natural capital is and how wealth managers can consider biodiversity in their portfolios.
- What our CIO of Global Assets, Pete Drewienkiewicz, has been working on over the past 12 months and what he’s got in store for the remainder of the year.
