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.

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global-equity-observer page
Global Equity Observer  •  21-Mar-2022

Investing in a deeply uncertain world 

International Equity Team
In a deeply uncertain world, owning a portfolio of compounders with consistent track records makes sense. Bruno Paulson discusses.

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global-equity-observer page
Global Equity Observer  •  23-Feb-2022

Climate Change: Everyone’s Business 

Nic Sochovsky, Vladimir Demine, Alistair Corden-Lloyd
Climate change is everyone’s business. Having engaged on the issue with 95% of the companies in their global strategies, the International Equity Team discusses holding companies to account.

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

To the Moon? Quality Investing and Blockchain 

International Equity Team
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.

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

Supply Chain Squeeze  

International Equity Team
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 page
Global Equity Observer  •  25-Oct-2021

No Margin for Error  

International Equity Team
Against a relatively positive macroeconomic outlook, there is the potential for significant cost pressures over the next decade, where pricing power will be the key for quality companies to protect margins. The International Equity team explores.

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global-equity-observer page
Global Equity Observer  •  14-Sep-2021

Advance Warming 

International Equity Team
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.

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

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

International Equity Team
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.

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global-equity-observer page
Global Equity Observer  •  13-Aug-2021

Back to Basics 

International Equity Team
In a world of daily financial chatter, it’s easy to get distracted from what drives the core of long-term returns; the power of compounding. William Lock and Alistair Corden-Lloyd explain.

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

Quality in a Brave New World 

International Equity Team
The International Equity team argues that the case for quality compounders remains largely unchanged in the “Brave New World” of reflation and inflation. Bruno Paulson discusses.

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

Low Carbon Ambition 

International Equity Team
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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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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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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