‘We’ve had three huge market crashes in the last two decades: in 2001-02, in 2008-09, and earlier this year. All were glorious buying opportunities.' Terence Moll, Head of Investment Strategy.
In this quarter's update, Haig Bathgate, Head of Portfolio Management, looks at the tactical changes that we have made to portfolios which we believe will add value when the world begins to recover from the economic distress of the virus. While Terence Moll, Head of Investment Strategy looks back in time and shares the lessons that he has learnt from investing over two decades.
To find out more about our views on the current environment and the changes that we are making to portfolios from Haig, Terence and the team, please see below for our latest investment update.