It's now clear that the humanitarian tragedy unfolding in Ukraine is a major inflection point in history, says Pendal Global Select Fund co-manager Chris Lees  in this fast podcast. "Number one, obviously it's a tragic humanitarian disaster," says Chris. "Because it's such a geopolitical inflection point, this is also a genuine financial market regime shift. "With such a great big genuine financial inflection point, we're seeing things like the rotation from growth to value as a factor seems to have stopped since the Ukraine invasion. "Now there's a rotation from value to defensive, low beta, quality, growth stocks for example. Those are the type of medium-to-long term things that we think people should be looking for." Chris Lees co-manages Pendal Global Select Fund, which has for many years been one of the most successful investment strategies offered by Pendal Group’s UK-based asset manager, J O Hambro Capital Management. In 2021 the fund became available to Australian investors as Pendal Global Select Fund. Find out more at www.pendalgroup.com/pendal-global-select-fund. Pendal is an independent, global asset manager.See omnystudio.com/listener for privacy information.

Ver todos los episodios