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House Report - Q4 2019

by  Guy Monson  |  17 Oct 2019


Against a rather extraordinary political backdrop, few would have predicted that we would have entered the final months of the year buoyed by strong global investment returns. But as ever, investors need to look forward.

In this edition of the House Report, CIO Guy Monson explains the strength of market returns and we examine the intersection of politics and investment. Our experts discuss:

  • Investment strategies for a slowing world
  • What happens when politicians embrace disruption
  • Whether asset managers are doing enough to tackle rising inequality across society
  • How the growth in veganism is affecting traditional food consumption

We also explore the businesses benefiting from advances in personalised medicine, while our Charity Focus explains why we are looking to increase our allocation to alternative investments in charity portfolios.

Download the House Report

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