Whether you are persuaded by extreme weather conditions, or the data to emerge from COP 26, there should be nobody in any doubt about the importance of carbon emissions, climate change and, to be frank, the future of the planet.

Current market volatility has created an attractive entry point for value opportunities in some out-of-favor sectors, including selective hospitality, commercial and retail investments.

Our base case for the global economy assumes ongoing growth and an expansion of the recovery into developing countries.