| 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 • 29-Nov-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 • 31-Oct-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 • 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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| Global Equity Observer • 23-Aug-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 • 19-Jul-2019 | |
Rebuilding Moats in the Digital Age
William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
Who is top of the class as consumer staples go back to school? The International Equity Team discusses dominance in the digital age.
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| Global Equity Observer • 25-Jun-2019 | |
Journey Into The Unknown
William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
Journey into the unknown: the International Equity Team talks politics, profits and pricing power.
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| Global Equity Observer • 20-Feb-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.