A look at the fundamental shift in the decades-old policy framework. Heightened geopolitical tension, accelerated digitalisation, the impact of ESG on the cost of capital and the return of inflationary pressures. How do these factors change the rules of the game and how should an investor change their mindset?
Crispin Murray, head of equities, Pendal Group
Moderator: Laurence Parker Brown, content producer, Conexus Financial
- Yes, strongly agree
- Yes, but with more caution than over the last decade
- It’s a concern in the medium term
- No, time to rebalance