Alexandra Altinger, CEO of J O Hambro Capital Management (JOHCM), has said the world is experiencing a “systems shift”, which will be a defining moment in economic history and have implications for investors and asset managers.
Speaking at Investment Week's Leaders Summit, Altinger assessed the current situation in the context of her thirty-year career working in the financial sector, during which she has seen a number of crises. She emphasised that "what we are living today is generational" and the world has yet to understand the full consequences of the Covid-19 pandemic, especially as it was the first crisis that was both supply- and demand-led. "All the assumptions as to how quickly the world would recover were based on the speed and efficacy of the vaccines," Altinger said. "But what no-one could forese...
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