global-equity-observer page
Global Equity Observer  •  31-Mar-2021

Why big brands thrive in a digital age 

International Equity Team
Hasn’t the internet leveled the playing field for big and small brands? Nic Sochovsky of the International Equity team looks at why big brands continue to thrive in the digital age.

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

Insta-engagement 

International Equity Team
Having engaged with company management and their boards for more than 20 years, Bruno Paulson explains why the International Equity team favours meaningful long-term engagement over faddy box-ticking.

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global-equity-observer page
Global Equity Observer  •  08-Dec-2020

A Value Rally Ahead? Looking in the Rear-View Mirror 

Nic Sochovsky, Dirk Hoffmann-Becking
After the extraordinary rally in growth stocks over the summer, is the market poised for a value rally? And what does that mean for quality portfolios? The International Equity team evaluates.

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global-equity-observer page
Global Equity Observer  •  19-Oct-2020

Resilient Compounders: Worth Every Penny 

International Equity Team
The International Equity Team’s three global strategies, on average, have earnings that are flat year to date, versus a 15% fall for the MSCI World Index as a whole. Bruno Paulson muses why high quality compounders don’t command a larger premium.

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global-equity-observer page
Global Equity Observer  •  23-Sep-2020

Health care in a pandemic 

International Equity Team
The current crisis has tested conventional wisdom, including what to expect of health care companies. Marcus Watson examines the sector’s resilience in the face of a global pandemic.

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global-equity-observer page
Global Equity Observer  •  16-Jul-2020

Paying Up  

Dirk Hoffmann-Becking, Alex Gabriele
The payments industry is emerging as one of the most attractive parts of the Fintech world. The International Equity Team explains.

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global-equity-observer page
Global Equity Observer  •  12-Jun-2020

Unlocking the Future – The Post-COVID World 

International Equity Team
As lockdown measures ease, the International Equity Team considers how the global pandemic has demonstrated the importance of a digital presence for companies.

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global-equity-observer page
Global Equity Observer  •  15-May-2020

The COVID-19 Accelerator 

International Equity Team
Will COVID-19 be a great accelerator of existing forces and trends? The International Equity team explores.

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global-equity-observer page
Global Equity Observer  •  31-Mar-2020

In Search of Resilience 

International Equity Team
In unprecedented times, resilience is essential. How can investors build a resilient portfolio in tough times? Bruno Paulson explains.

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global-equity-observer page
Global Equity Observer  •  27-Sep-2019

Compounding in Health Care 

International Equity Team
Where can you find high quality investments in the health care sector? Marcus Watson from our International Equity Team shares his views.

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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.