Insights
Global Equity Observer: A Collection of Quality Insights – Volume 1
|
|
Global Equity Observer
|
• |
August 23, 2021
|
Global Equity Observer: A Collection of Quality Insights – Volume 1
|
August 23, 2021
|
Global Equity Observer: A Collection of Quality Insights – Volume 1
Global Equity Observer: A Collection of Quality Insights – Volume 1 |
|
This May, the International Equity team celebrated the publication of its 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 our first volume of select articles from the series, covering topics from healthcare in a pandemic to the low carbon transition challenge.
Since the release of our first GEO ‘The Value of Predictability’ over four years ago, there has been a tremendous amount of unpredictability in world markets and events. We remain steadfast in our conviction in high quality, high return on operating capital compounders with a strong ESG profile and the ability to grow earnings steadily over time.
As always, we invite you to engage us.
Click on PDF button below to read the full magazine.
Risk Considerations
There is no assurance that a portfolio will achieve its investment objective. Portfolios are subject to market risk, which is the possibility that the market value of securities owned by the portfolio will decline. Market values can change daily due to economic and other events (e.g. natural disasters, health crises, terrorism, conflicts and social unrest) that affect markets, countries, companies or governments. It is difficult to predict the timing, duration, and potential adverse effects (e.g. portfolio liquidity) of events. Accordingly, you can lose money investing in this strategy. Please be aware that this strategy may be subject to certain additional risks. Changes in the worldwide economy, consumer spending, competition, demographics and consumer preferences, government regulation and economic conditions may adversely affect global franchise companies and may negatively impact the strategy to a greater extent than if the strategy’s assets were invested in a wider variety of companies. In general, equity securities’ values also fluctuate in response to activities specific to a company. Investments in foreign markets entail special risks such as currency, political, economic, and market risks. Stocks of small-capitalisation companies carry special risks, such as limited product lines, markets and financial resources, and greater market volatility than securities of larger, more established companies. The risks of investing in emerging market countries are greater than risks associated with investments in foreign developed markets. Non-diversified portfolios often invest in a more limited number of issuers. As such, changes in the financial condition or market value of a single issuer may cause greater volatility. ESG strategies that incorporate impact investing and/or Environmental, Social and Governance (ESG) factors could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. As a result, there is no assurance ESG strategies could result in more favorable investment performance.
|
Head of International Equity Team
International Equity Team
|