The changes we’ve seen over the past 15 years have been unprecedented. We began with the global financial crisis, saw the maturation of China as an economy, and then experienced a global pandemic. And these changes, in our opinion, are more an anomaly than a normal backdrop to which we can expect to revert.

So, we’ve shifted from thinking the future might look similar to the past to thinking it might look quite different. Read our blog to hears what we think it means for our investment outlook.