ANALYSIS

Pastoral musings on investments

Chief research strategist and head of beta research at RogersCasey, Cynthia Steer, takes a summertime look at the “New World” of investing. She compares today’s investment challenges to those of gardening, and in contemplating the stoicism and constancy of long-time gardeners and farmers, she notes that portfolios
today need to be re-constituted, the risk within them re-considered, and that our old “beds” or asset classes need to be re-analysed.