As another year of change nears its end, we assess the current environment.
Rising interest rates and geopolitical tensions challenge the investment landscape. Bonds offer attractive returns, which may impact flows into equity markets. AI disrupts industries, while healthcare and energy present exciting opportunities. ESG remains crucial, with climate change impact increasing.
Investors must balance risk, remain diversified, and stay focused on long-term objectives on this economic tightrope.
This edition of Vista offers guidance to investors on strategy, new opportunities, and risk management, along with highlights from our inaugural investment conference.
Who's Vista for?
Vista is for anyone thinking about the challenges and approaches to long-term investing, including investment teams and decision-makers at pension funds, wealth managers, endowments, charities and sovereign funds.
Some highlights from our magazine include:
- Amlan Roy explains why demographics matters for all investors
- Mark Watts gives an overview of the energy transition
- Maisie Borrows and Hish Ravindra highlights that health is the next investment megatrend
- Shyam Gharial reminds us of the importance of nature to help achieve net zero
- Mikhail Martynenko takes us through AI and its implications
- Aryaman Takudar looks at deglobalisation
- Andrew Linz and William Simpson explore the future of the UK gilts market
- Plus, much more!
How we can help
We help central banks design and implement investment strategies to get the most out of their reserves in a risk-controlled manner.
We help charities and endowments construct investment strategies and pick the right investment funds to both meet their financial objectives and be aligned with their missions.
We help our clients to maintain a competitive edge by improving their investment strategies, generating extra returns in a risk-controlled way.
Our investment team works with trustees of DB and DC schemes to set bespoke investment strategies and select fund managers. Using our market-leading technology, we help you navigate your journey by providing you with clear, actionable insights which enable you to make better short and long-term investment decisions.
Setting a good investment strategy and picking the right funds is fundamental for wealth managers and advisers to be able to deliver better outcomes for their clients. Our role is to advise clients on investment strategy and fund manager selection bringing institutional discipline to the retail market.
Every sovereign wealth fund has its own unique circumstances and challenges. As an independent consultancy, we’re not linked to any asset manager and we don’t sell investment products.