As the current challenges in the department store sector are increasing, the question is whether the department store model, in its current form, is sustainable and relevant in the current retail market. Is its decline inevitable, or can it possibly be reversed? What could be done to address the many challenges it faces and make it fit for purpose in the modern age of retailing?
As investors, we are often asked what long-term trends we are trying to gain exposure to across our multi-asset portfolios and, at Canada Life Investments, a long-term approach is central to what we do. However, there are subtleties to this that are often not talked about.
Although the economic outlook for the UK in 2018 is mixed, we believe the consensus is too pessimistic on growth. The global economy is now firing on all cylinders – which will benefit the international-facing UK market – and we believe the risks to growth, inflation and interest rates are all to the upside, in the UK as well as globally.
There has been a lot of hype in the property media recently about the PropTech revolution and what it means for the mainstream property industry, which has typically been viewed as being slow to adapt to new innovations.
During the last decade, there has been significant change in the investment industry. Here, we sit down with Managing Director & Chief Investment Officer David Marchant, to discuss the Canada Life Investments culture, how the business has grown over the last ten years and his team’s investment philosophy.
