Presentation overview 

Unknown pleasures – A new era for equity investors

It’s been a strong start to the year for equities. The AI trade has once again dominated, and markets have shrugged off a range of geopolitical risks, but where do we go from here? Despite the recent market concentration, we believe that equity investors with diverse portfolios can prosper. Structural themes such as decarbonisation, deglobalisation and digitalisation have created a broad opportunity set, with earnings growth to be found across a wide range of industries and geographies. In his presentation, Andrew will discuss why our approach to quality sees us well-placed for such an environment and how this is reflected in the Global Focus strategy.