Global Equities : Diversifying Ideas for Crowded Markets
Global equity markets have become increasingly concentrated, with performance dominated by a narrow group of sectors and stocks. This concentration presents growing challenges with stretched valuations and US and AI sector exposure.
In this series of highlight interviews, we explore key themes including:
- Modern Global Income investment
- Deep value investment opportunities
- Differentiated growth ideas beyond the AI boom
WCM Investment Management’s Charlotte Sargent sets out:
- New secular growth themes beyond the AI boom
- The importance of competitive advantage trajectory
- Company culture & its impact on financial performance
Artemis’ James Davidson sets out:
- Market concentration and the need to diversify
- A modern approach to Global Income Investment
- Exploring opps in diverse sectors and regions
Schroders’ Simon Adler sets out:
- Historical extremes in valuation and market concentration
- What a Value Investor needs to survive the tough times
- The importance of data in stock selection and portfolio construction
With big thanks to our panelists:
Giulia L’altrelli – Fidelity
Tahia Tahmin – Quilter Investors
Jason Day – Aberdeen
Richard Philbin – Hawksmoor
Niranjana Srivatsan – WTW