In flux

David Coombs, our head of multi-asset investments, runs through the changes in lifestyle, work-habits and macroeconomics that are shaping up to alter the course of our generation.

In flux

"You can feel it — or at least, I can. Going out seems more of a chore, except for the exercise regimen that is, everybody seems to be on that train. But having dinner with friends, going for a pint (gluten-free in my case), returning to the office? These concepts feel alien even when you do manage to overcome the threshold of your home and give them a go.

It’s hard to determine how many of these changes are permanent and how many we will be looking back on in another six months’ time as a strange aberration. Yet, as investors, it is our job to think through all these developments and then act on what we believe. We won’t be able to get them all right, but the plan is to anticipate most of them and not to make more than one or two clangers along the way."

David Coombs, our head of multi-asset investments, runs through the changes in lifestyle, work-habits and macroeconomics that are shaping up to alter the course of our generation. 

 

In his refreshingly honest and funny style, David explains how his team have adapted their funds for the new future and why he believes change isn’t necessarily bad. 

Please view a copy of our In flux report here.

 

 

Total votes: 21

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