| Global Equity Observer • Jul 23, 2021 | |
Quality in a Brave New World
Bruno Paulson
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 • Jun 22, 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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| Global Equity Observer • May 26, 2021 | |
Scale and Diversification
Marcus Watson
The twin virtues of scale and diversification in our high-quality holdings have played a part in their strong earnings performance both through the recent crisis and over time. Marcus Watson explains.
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| Global Equity Observer • Apr 29, 2021 | |
Is quality now (relatively) on sale?
Bruno Paulson
There are reasons to believe that the recent “Growth Bubble” may have peaked and the “Value Rally” is nearing its end. In our minds this presents an excellent opportunity to invest in Quality Compounders. Bruno Paulson explores.
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| Global Equity Observer • Mar 31, 2021 | |
Why big brands thrive in a digital age
Nic Sochovsky
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 • Feb 24, 2021 | |
Insta-engagement
Bruno Paulson,
Laura Bottega
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 • Jan 31, 2021 | |
Avoiding losing money in equities
Bruno Paulson
For earnings that can hold up in tough times, the International Equity Team explains why they advocate for high quality compounders.
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| Global Equity Observer • Dec 08, 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 • Oct 19, 2020 | |
Resilient Compounders: Worth Every Penny
William Lock,
Bruno Paulson
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 • Sep 23, 2020 | |
Health care in a pandemic
Marcus Watson
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 • Sep 27, 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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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.