By: Graham Wainer
As it was remarked to me not long ago,
the future's not what it used to be.
And we've come through a period from around 2007, eight just
to towards the, uh, beginning
and end of Covid of a period
of very low inflation and interest rates.
And we are now going through a process
of normalization, of rates and inflation.
One really important thing that clients
and we will be addressing on their behalfs is
how does one now invest in a world which is normalizing
to a period of higher inflation and higher interest rates
and different regions, countries
and sectors are differently positioned
for this new reality changing, uh, paradigm.
And, uh, we anticipate this is gonna provide both
opportunities as well as a whole new set of risks
and obstacles that our job is to try
and navigate on behalf of our clients
through this quite changing
and evolving, uh, investment landscape.