| 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 • Jul 16, 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 • Jun 12, 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.
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| Global Equity Observer • May 15, 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 • Mar 31, 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 • Mar 17, 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 • Jan 31, 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 • Dec 31, 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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| 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.