global-equity-observer page
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 page
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 page
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 page
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 page
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 page
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 page
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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sustainable-investing global-equity-observer page
Global Equity Observer  •  Nov 29, 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  •  Oct 31, 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  •  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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global-equity-observer page
Global Equity Observer  •  Aug 23, 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  •  Feb 20, 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.
 
 

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