Global Equities Hub
When things change
QE and the ‘taper tantrum’ of 2013 raised concerns among Standard Life Investments’ emerging market debt team, causing them to turn negative on countries with a twin deficit economy.
Global Equities Hub | 19 Nov 15
Avago – Filtering the connection
Kevin Troup, Global Equity Income Fund manager, along with colleagues from the regional equity teams subsequently had a number of conversations with competitors, peers and suppliers from the US to Japan, to better understand what the rest of the market did not.
Global Equities Hub | 5 Nov 15
Acuity Brands – Seeking bright performance in retail
A number of valuable insights from members of the global equity team, in the US, Asia and Europe, provided a depth of knowledge to corroborate a stock idea with its own focus on change.
Global Equities Hub | 20 Oct 15
Ryanair – Opportunity on the radar
Collaboration across regional equity teams identified Ryanair as an investment opportunity that the market itself did not.
