Investment Edge Q3 2023


(Monday, Jul, 31, 2023)
|   15 mins

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.

Click to read Investment Edge Q3 2023


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