| Global Equity Observer • Sep 27, 2022 | |
Access Active
Bruno Paulson,
Laura Bottega
As earnings resilience and pricing power become ever-more significant in a world of rising rates, inflation, regulation and the energy crisis, the International Equity Team explains why they believe their active approach is more important than ever.
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| Global Equity Observer • Aug 22, 2022 | |
Proxy Voting – Nudging Progress
Vladimir Demine, Candida de Silva
Proxy voting is both a privilege and a responsibility. With increased attention paid to it by company boards and management, Vladimir Demine discusses the role proxy voting can play in enhancing long-term investment returns, and the challenges to effective voting that remain.
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| Global Equity Observer • Jul 26, 2022 | |
Markets Are Down, but Earnings Are Not…Yet
Bruno Paulson
After the worst start to a year in more than 50 years, the market’s earnings look distinctly vulnerable, given their current elevated level and the probable economic slowdown. In this uncertain macroenvironment, the International Equity Team discusses how to keep a portfolio robust.
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| Global Equity Observer • Jun 28, 2022 | |
Shrinkflation
Bruno Paulson,
Laura Bottega
If you’ve noticed your rolls of paper towels getting slimmer, and beverage cans getting smaller, you may be experiencing Shrinkflation. The International Equity team explores the role inflation plays, and why now is a good time to own compounders.
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| Global Equity Observer • May 18, 2022 | |
One Step Forward, Two Steps Back
Helena Miles
Massive strides have been made in the development and delivery of personalised medicine – but can it bolster the compounding potential of high quality companies? The International Equity Team’s Helena Miles investigates.
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| Global Equity Observer • Apr 25, 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 • Mar 21, 2022 | |
Investing in a deeply uncertain world
Bruno Paulson
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 • Feb 23, 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 • Dec 30, 2021 | |
To the Moon? Quality Investing and Blockchain
Alex Gabriele
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 • Nov 24, 2021 | |
Supply Chain Squeeze
Nathan Wong
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 • Sep 14, 2021 | |
Advance Warming
Laura Bottega
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 • Aug 23, 2021 | |
Global Equity Observer: A Collection of Quality Insights – Volume 1
William Lock
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 • Aug 13, 2021 | |
Back to Basics
William Lock,
Alistair Corden-Lloyd
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 • 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 • 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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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.