Global equities: Avoid short-term market ‘noise’

22/01/2019

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In this short video update, Portfolio Manager Steve Weeple explains why the UK-based Global Equities Team seeks to remove the harmful influence of short-term distractions and pressures. Instead, their focus is on high-quality and growing companies that are benefiting from long-term secular trends1.
 
Key takeaways:

  • The Global Equities Team seeks to avoid harmful short-term distractions and pressures by taking a long-term approach
  • Strategy favours attractively-valued companies benefiting from predictable long-term secular growth trends, driven by innovation or demographics
  • Focuses on high-quality companies, exhibiting robust ESG2 characteristics, with the resilience to weather unforeseen events
     

1Secular trends include the ongoing shift from cash to paperless payments; the transformational effect of the internet; the ageing global demographic and the consequences this is likely to have for healthcare spend and innovation; the quest for greater energy efficiency across a wide range of industries; and the continued growth of the emerging market consumer.
 
2ESG: Environmental, social and governance

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The information in this article does not qualify as an investment recommendation.

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Anything non-factual in nature is an opinion of the author(s), and opinions are meant as an illustration of broader themes, are not an indication of trading intent, and are subject to change at any time due to changes in market or economic conditions. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely, nor are there any warranties with regard to the results obtained from its us.

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