It's now clear that the humanitarian tragedy unfolding in Ukraine is a major inflection point in history, says Pendal Global Select Fund co-manager Chris Lees  in this fast podcast.


"Number one, obviously it's a tragic humanitarian disaster," says Chris.

"Because it's such a geopolitical inflection point, this is also a genuine financial market regime shift.

"With such a great big genuine financial inflection point, we're seeing things like the rotation from growth to value as a factor seems to have stopped since the Ukraine invasion.

"Now there's a rotation from value to defensive, low beta, quality, growth stocks for example. Those are the type of medium-to-long term things that we think people should be looking for."

Chris Lees co-manages Pendal Global Select Fund, which has for many years been one of the most successful investment strategies offered by Pendal Group’s UK-based asset manager, J O Hambro Capital Management.

In 2021 the fund became available to Australian investors as Pendal Global Select Fund.

Find out more at www.pendalgroup.com/pendal-global-select-fund.

Pendal is an independent, global asset manager.

It's now clear that the humanitarian tragedy unfolding in Ukraine is a major inflection point in history, says Pendal Global Select Fund co-manager Chris Lees&nbsp; in this fast podcast. 
"Number one, obviously it's a tragic humanitarian disaster," says Chris.
"Because it's such a geopolitical inflection point, this is also a genuine financial market regime shift.
"With such a great big genuine financial inflection point, we're seeing things like the rotation from growth to value as a factor seems to have stopped since the Ukraine invasion.
"Now there's a rotation from value to defensive, low beta, quality, growth stocks for example. Those are the type of medium-to-long term things that we think people should be looking for."
Chris Lees co-manages Pendal Global Select Fund, which has for many years been one of the most successful investment strategies offered by Pendal Group&rsquo;s UK-based asset manager, J O Hambro Capital Management.
In 2021 the fund became available to Australian investors as <a href="https://www.pendalgroup.com/pendal-global-select-fund/">Pendal Global Select Fund</a>.
<a href="https://www.pendalgroup.com/pendal-global-select-fund/">Find out more at www.pendalgroup.com/pendal-global-select-fund.</a>
Pendal is an independent, global asset manager.

Perpetual Group is an international asset manager including boutiques such as Perpetual, Pendal, Barrow Hanley, Regnan and Trillium. Each week our portfolio managers share the most interesting things they've heard from CEOs, industry leaders and analysts.

Perpetual Group is an international asset manager including boutiques such as Perpetual, Pendal, Barrow Hanley, Regnan and Trillium. Each week our portfolio managers share the most interesting things they've heard from CEOs, industry leaders and analysts.

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