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.

9866210_Paying-up_Insight-Tile-1x1
 
global-equity-observer page
Global Equity Observer  •  12-Jun-2020

Unlocking the Future – The Post-COVID World 

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

9853059_Unlocking_the_Future_Insight-Tile-1x1
 
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.

9840670_Covid-Accelerator_Insight-Tile-1x1
 
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.

9824840_In-Search-of-Resilience_Insight-Tile-1x1
 
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.

insight-Financing-Climate-Change_Insight-Tile-1x1
 
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.

9787483_Second-Mountain_Insight-Tile-1x1
 
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.

insights-between-scylla-and-charybdis-Tile-1x1
 
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?

9757918-Insight-Tile-1x1
 
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.

9728251-Insight-Tile-1x1
 
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.

9681779_Insight_Tile
 
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.

9653891_Insight_Tile
 
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.

9486688-Tile
 
Warning Icon Sorry, there are no Italian versions available. Please switch back to view all versions.
 
 
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.