Investing for generations

Among the topics discussed – inflation, interest rates, Netflix, tech stocks as well as a discussion on how recent geo-political issues may affect markets.

This quarter’s focus was on catching up with companies and funds to understand how their approach to ESG factors is evolving – it also saw some engagements with overseas companies, as these were added into our voting universe earlier in the year.

In this week's Big Three, we speak with Geraldine Sundstrom, who runs the PIMCO Multi-asset Dynamic Fund.