In our latest Through the Lens instalment, TAM's James Penny and Dan Babington discuss the second quarter and review TAM's global asset allocation. James then looks specifically at the bond market, followed by Dan who delves into the ESG market and our Sustainable World portfolios. They close the conversation with a market outlook and insight into our strategy for the second half of the year. Chapters: 00:57 - Global Asset Allocation 09:36 - Bond Market Review 14:44 - ESG & Sustainability 19:38 - Investment Outlook