US Equities: innovation and competitive advantages

24/01/2019

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In this video update, Doug Rao, US equities portfolio manager, discusses the factors that he believes will shape the macro environment in 2019 and provides insight into the sustainable competitive advantages that he looks for in a company.
 
Key takeaways:
  • The global macro environment is likely to be influenced by the rise of populism, and liquidity withdrawals by some Centrals Banks.
  • Doug believes it is important to focus on customer-centric companies that are creating innovative products and solutions.
  • Brand, technology and network effects are among the elements that can provide a company with a 'competitive moat', which can provide resilience in volatile times.

 

Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

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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