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Engagement Report  •  12-Dec-2022

Engage Autumn 2022 

International Equity Team
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

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inflation global-equity-observer page
Global Equity Observer  •  28-Jun-2022


Bruno Paulson, Laura Bottega
If you’ve noticed your rolls of paper towels getting slimmer, and beverage cans getting smaller, you may be experiencing Shrinkflation. The International Equity team explores the role inflation plays, and why now is a good time to own compounders.

global-equity-observer page
Global Equity Observer  •  18-May-2022

One Step Forward, Two Steps Back 

Helena Miles
Massive strides have been made in the development and delivery of personalised medicine – but can it bolster the compounding potential of high quality companies? The International Equity Team’s Helena Miles investigates.

global-equity-observer page
Global Equity Observer  •  25-Apr-2022

Diversity – Asking Difficult Questions 

Bruno Paulson, Marte Borhaug, Alistair Corden-Llyod
Across the globe, stakeholders – including the International Equity Team – are pushing companies for greater transparency and accountability on Diversity, Equity & Inclusion. The team discusses.

global-equity-observer page
Global Equity Observer  •  30-Dec-2021

To the Moon? Quality Investing and Blockchain 

Alex Gabriele
Blockchain technology not only underpins cryptocurrencies but has the potential to alter existing industry dynamics and encourage cooperation among natural competitors, resulting in greater efficiencies and higher quality. Alex Gabriele of the International Equity team explains.

global-equity-observer page
Global Equity Observer  •  24-Nov-2021

Supply Chain Squeeze 

Nathan Wong
Something unusual is underfoot: company profit warnings caused by a lack of supply, rather than an unexpected drop in demand. In this environment pricing power is vital to profit margin, as the International Equity team explains.

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Global Equity Observer  •  14-Sep-2021

Advance Warming 

Laura Bottega
The summer of fire and floods has highlighted the compounding effect of global warming, presenting companies with an array of risks and opportunities. Laura Bottega explains how these ESG factors help shape our portfolios.

global-equity-observer page
Global Equity Observer  •  23-Aug-2021

Global Equity Observer: A Collection of Quality Insights – Volume 1 

William Lock
This May, the International Equity team celebrated the publication of our 50th Global Equity Observer (GEO) – our monthly series of investment insights through the lens of our high quality investment approach. We are delighted to share with you this selection of articles from our GEO series.

global-equity-observer page
Global Equity Observer  •  22-Jun-2021

Low Carbon Ambition 

William Lock, Laura Bottega
The companies within the International Equity team’s portfolios are encouraging their customers to live more sustainably. William Lock and Laura Bottega discuss.

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The International Equity team follows a disciplined investment process based on fundamental analysis and bottom-up stock selection. They believe that the best route to attractive long-term returns is through compounding and providing reduced downside participation.

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