Investment companies can provide returns despite market uncertainty

Increase exposure to ESG

For investors seeking sound, sustainable returns, global markets have not provided happy hunting so far in 2022, with one of the worst performing first halves on record, and $13trn wiped off global stocks.

Investment companies, however, with holdings in real assets across renewable energy infrastructure, and social and digital infrastructure, have fared much better, recording their best year for dividend payments, and offering less correlated returns than public capital markets. Global geopolitical tension and outright conflict in mainland Europe, inflation reaching dizzying heights, tightening monetary policy, and the threat of recession has driven markets down across the world in a sharp correction. The Nasdaq fared worst, losing about 30% in the six months to 30 June, closely followed b...