The world around us is changing rapidly. Change is coming from all directions, and it's not just about the climate. Multiple trends and megatrends are converging: from changing core technologies to shifting values of society, demographics, and even the geopolitical landscape.
In this short presentation, Chris Marshall, Head of Investment Strategy at Dragon Investment Managers, looks at Asset allocation considerations in this new global regime.
Why is this so important? Previous asset allocations are based on investment return expectations in a world that runs on fossil fuels. In the world we’re moving toward, do these still hold?