Investment Outlook 2018

What can investors expect in the new year?

In this video, Arne discusses the 5 key themes that dominate our portfolios as we look ahead into 2018.

While 2017 was a successful year for our investment process, Arne Hassel, CIO, believes that we have to remind ourselves that we are focused on delivering strong long-term returns. There will be times when our strategic and tactical asset allocations have a good run and our active managers add substantial value – but there will also be periods that are less impressive.

The best we can do is to continue to focus on, and develop, our investment process. With a strong process and the right people in place, the long-term results should follow. And the more we can build trust in that process, the more likely we are to be able to stay invested and to add value through long-term diversification and active management.


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The value of investments can fall as well as rise. You might not get back what you invest.