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With rising global anxiety and shifting geopolitical, economic, environmental, and social bedrocks, portfolio construction requires precarious navigation in an ever-changing world. When doing nothing is not an option, how do you avoid curveballs coming at you from all directions? Without a straight path ahead, every investment or allocation needs to be viewed from the bottom up to understand its trendline and the wider dynamics. Only when we adapt our skillsets and reframe our perspectives can we understand why things are happening and capture upcoming opportunities.

Refocusing sustainable investing efforts onto client values and beliefs starts a chain reaction that delivers sustainable outcomes for clients and long-lasting relationships.

Portfolio managers and investment advisers still too often follow their own values, rather than their clients’, when making investment decisions. In the 2020s, values will move from the periphery to the focal point for successful investments.

Only by making the effort to understand and align investment beliefs with values can we get a sharper understanding of our clients' true objectives and provide solutions that will really meet their needs.

Emerging markets are full of undiscovered opportunities and hope. Assuming failure may seem a counter-intuitive way to invest, but it is an effective way to avoid behavioural biases.

Investors need to entirely rethink their processes, assumptions and research approach, to focus on the cultures of consumers in different markets. Only by thinking like new brands themselves, can investors identify and invest in the next powerful emerging trend.