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

The COVID-19 Accelerator 

Dirk Hoffmann-Becking, Nic Sochovsky
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 

William Lock, Bruno Paulson
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  •  17-Mar-2020

Financing Climate Change 

William Lock, Bruno Paulson, Dirk Hoffmann-Becking
Banking regulation may force the economy to shift towards a less carbon intensive model more quickly than expected. The International Equity Team discusses.

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

The Second Mountain 

Laura Bottega, Bruno Paulson
Today’s environmental and social issues offer businesses ample opportunity to focus on purpose as well as profit.

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global-equity-observer page
Global Equity Observer  •  31-Dec-2019

Between Scylla and Charybdis  

William Lock, Bruno Paulson
How a quality bias helps investors steer between the twin perils of recession and inflation.

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sustainable-investing global-equity-observer page
Global Equity Observer  •  29-Nov-2019

The ESG Advantage 

Vladimir Demine, William Lock, Bruno Paulson
Does investing in companies with sound ESG practices mean investing in better companies?

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global-equity-observer page
Global Equity Observer  •  31-Oct-2019

Exploring Pricing Power 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Why is pricing power important? The International Equity Team explains why it is a key attribute of quality compounders.

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

Compounding in Health Care 

Marcus Watson
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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global-equity-observer page
Global Equity Observer  •  23-Aug-2019

The Two Risks We Manage: Earnings and Multiples 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Should equity investors be worrying about multiple threats? Bruno Paulson talks earnings and multiples.

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global-equity-observer page
Global Equity Observer  •  19-Jul-2019

Rebuilding Moats in the Digital Age 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Who is top of the class as consumer staples go back to school? The International Equity Team discusses dominance in the digital age.

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global-equity-observer page
Global Equity Observer  •  25-Jun-2019

Journey Into The Unknown 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Journey into the unknown: the International Equity Team talks politics, profits and pricing power.

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global-equity-observer page
Global Equity Observer  •  20-Feb-2019

Not Out of the Woods Yet 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
January brought better news, but beware straying from the high-quality path, warns the International Equity Team’s Bruno Paulson – we’re not out of the woods yet.

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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.