Three investment convictions for 2021

After a year of choppy markets, what investment areas are giving us reasons to be positive? Barry Gill, Head of Investments shares his top 3 convictions.

01 Jul 2021 2 min read

There is increasing demand for Asian equities and fixed income and we anticipate Asia will dominate amid this growing demand. We are also seeing more Asian billionaires than US and EMEA.

Hedge funds have continued to outperform during periods of rising rates and alternative assets are expected to be a major growth area for the future. The pandemic amplified interest in ESG and climate change and seen record inflows in SI focused funds and we expect to see continued strength.