Global equities offer a dynamic landscape of investment opportunities across a range of regions and sectors. Select global companies are taking advantage of robust secular growth trends, such as AI, fintech and ecommerce, and healthcare. Our PMs explain why global investing today represents an extraordinary—and relatively underappreciated—opportunity.
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The Direct-to-Consumer Advantage Direct-to-consumer models are essential for global brands today. They control the inventory, they control the pricing, and consumers can only shop through them. We explain why this model has been especially effective in the luxury markets and, in many instances, may offer significant investment opportunities.
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Fintech and Ecommerce Opportunities in Innovation Large populations in emerging markets continue to lack basic financial services and convenient access to goods. Disruptive, digitally oriented companies today are meeting these huge needs for populations that historically have been ignored by traditional, large commercial institutions. We discuss why companies that solve for convenience, low price, and access can be “big winners” and huge investment opportunities.
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Healthcare Obesity and Pain Management Few industries show as much promise in innovation as healthcare. One example is the development of drugs to treat diabetes and obesity. Approximately 800 million people globally were defined as or considered obese in 2020, and that number is expected to grow to more than 1.2 billion people by 2030.* Companies, however, have made huge strides in treating these and related health issues, offering an extraordinary opportunity for investors.
