CIO Insights

Our Chief Investment Officer, Chris Paton, was recently featured in Capital Finance International discussing why discipline remains the defining factor in delivering durable investment outcomes, particularly as private credit continues to expand and market conditions remain uncertain.

Thank you to everyone who joined our recent webinar, we hope you found the discussion engaging. For those who were unable to attend live, or who would like to revisit the session, we’re pleased to share the recording below, which you can watch at a time that suits you.

The old Arnott’s catchphrase dates back a century: “There’s no substitute for quality.” It’s simple, and it captures the heart of how resilient businesses, and resilient portfolios, are built. It also happens to be an ideal way to think about markets today, particularly credit markets. The lens to look at everything through is Quality. Because there is no substitute. 

Looking after our investors’ money is at the heart of everything we do, and we take this responsibility very seriously. One of the most important ways we do that is through careful, disciplined liquidity management.