Overview
Even as inflation slows, central banks are maintaining high interest rates, leaving the global economy teetering between recession and a soft landing. Investment manager Scott Lothian discusses how the portfolio is adapting.
Related insights
Positive Change Fund manager update
Investment manager Thaiha Nguyen discusses portfolio changes, opportunities and challenges.September 2024
42 minutesEurope's growth gems
Exploring the European Growth Trust’s dynamic companies and what sets them apart.September 2024
47 minutesJapan Smaller Companies: manager update
Japanese Smaller Companies and Shin Nippon’s performance, portfolio positioning and the region’s attractions for growth investors.September 2024
35 minutes
Related funds
Diversified Growth Fund
The Diversified Growth Fund aims to achieve (after deduction of costs) an annualised return over five years that is at least 3.5 per cent more than UK base rate, a positive return over three-year periods and annualised volatility of returns below 10 per cent.Worldwide Diversified Return Yen Fund
The Worldwide Diversified Return Yen Fund aims to provide capital growth over the long term at a lower risk than that of equity markets by investing in a multi-asset portfolio.Multi Asset Growth Fund
The Multi Asset Growth Fund aims to achieve (after deduction of costs): an annualised return over five years that is 3.5 per cent more than UK Base Rate, a positive return over three-year periods and annualised volatility of returns below 10 per cent.
Related investment strategies
Diversified Growth | Investment Strategy
Investment across a wide range of asset classes with the aim of achieving attractive long-term returns at lower risk than equities.Diversified Return | Investment Strategy
We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.Multi Asset Growth
We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.