Looking ahead to 2026, which key asset allocation calls do you expect to be rewarded, and why?
Our focus will be on high quality equities and fixed income whilst maintaining our SAA. Equities with strong balance sheets, cashflow and pricing power will thrive in an environment of higher earning dispersion and selective capital allocation. High quality fixed income will provide portfolio stability, income and a certain degree of capital protection.
Outside of work, what are your favourite activities or interests?
Sports, I play Cricket and Rugby.