| Global Equity Observer • 08-Dec-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 • 08-Dec-2020 | |
¿Un rally de activos “value” por llegar? En retrospectiva
Nic Sochovsky, Dirk Hoffmann-Becking
Tras la extraordinaria subida de las acciones con sesgo “growth” durante el verano, la pregunta que solemos escuchar de los inversores es si el mercado se adentrará en un rally de activos “value” —quizá no ahora mismo, pero sí a corto o medio plazo—.
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| Global Equity Observer • 19-Oct-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 • 23-Sep-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 • 16-Jul-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 • 12-Jun-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 • 15-May-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 • 31-Mar-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 • 17-Mar-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 • 31-Jan-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 • 31-Dec-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 • 27-Sep-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.