Covid

No action taken

Notes from recent investment trip

The end of the summer period brings about a period of reflection. As we hurtle towards the final quarter of the year and analyse how markets and companies have fared in 2023, particularly after an especially tough 2022, minds begin to look to what next...

Rapid succession of shocks

Careful planning needed

Struggled during pandemic

Up from 25% in 2021

‘Systemic challenge’

'It is easy to feel overwhelmed'

Extends India overweight