How do we manage relative return strategies?

We think the outlook for investors looks more challenging than in the past. With much of the developed world characterised by large debt burdens, and with the 2000s commodities boom consigned to history, we anticipate generally lower returns and greater volatility in financial markets in the years ahead.

Against this backdrop, we believe it is critical to achieve perspective on the investment landscape. We seek to do this by using our global investment themes, which aim to identify the major forces of change in the world and the associated areas of opportunity and risk. We also believe it is vital to distinguish between companies which are structurally challenged by the ‘new normal’ environment and those which can grow despite a difficult setting.

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