Investment Director – Emerging Market Debt
One of the big themes in the decades ahead is going to be climate change and I think, sadly, being prepared for that is going to be terribly important for all of us. So I suppose building a basket of good agricultural farmland and good sources of water to invest in is a way we can try and protect ourselves from the consequences of global inaction.
Portfolio Manager – Asian Equities
We are currently going through a major innovation cycle in healthcare, where many new treatments are being developed which mean in our lifetimes we could have the potential to live to 200 years old. It is clearly not going to be very cheap to pay for these treatments, so I think a natural hedge could be to invest in the healthcare industry. If they do develop these amazing innovations then the investment should do well and I can use these profits to pay for my treatments and live to be 200 years old.
Investment Director – Technology
If I couldn't invest in my own asset class I think I would look at gold as a really interesting investment opportunity for 2019. In particular, gold mining shares have performed very poorly relative to the price of gold, which itself has performed relatively poorly given some of the uncertainties in global markets. Today I think that could be a really interesting, safer opportunity for 2019.
Head of Alternative Risk Premia
Obviously I do invest my own asset class, but if I could not I think there are some attractive returns to be made in private capital markets: private equity, private credit and even private real estate. I think that is where you can find some interesting opportunities, even though we are at a pretty late stage in this cycle, but opportunities are available independent of the market environment if you invest with good managers.
Investment Director – Interest Rates and Currencies
Business start-ups: while I think we are perhaps past the peak in terms of global growth, the outlook still remains quite encouraging. In a world where returns on capital are perhaps more difficult to come by in some of the more traditional markets, I think there are still some very good selective opportunities in small company start-ups.