• We are pleased to share with you a video and podcast of the content covered in our annual investment publication ‘Agenda 2022’. Our Chief Investment Officer, Tracey McNaughton, is joined by our CEO, Pep Perry, and advisor Ed Brooke to discuss a range of topics, including a review of monetary and fiscal stimulus, the impact of tech disruption on investment markets, and the investment implications of net zero. In addition, Tracey provides an outlook for 2022 and highlights the key themes for our CIO team and implications for asset allocation and portfolio construction.

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