Replay – Steering through tougher conditions: finding resilience in quality
Quality Growth Boutique
Discover the key insights from our Global Equities webinar, where our experts provided actionable insights and a fresh perspective on how to position global equity portfolios in a complex environment.
Key topics covered:
- How AI is reshaping market dynamics - and why not all beneficiaries are created equal
- Identifying companies with the fundamentals to thrive: strong pricing power, higher gross margins, and resilient business models
- Navigating the new global tariff regime, including second-order effects
- Why investing in companies with market leading positions and powerful franchises may help to weather uncertainty
About the authors
David Souccar
Chief Investment Officer Quality Growth, Portfolio Manager, Senior Research Analyst
Related funds
About the authors
David Souccar
Chief Investment Officer Quality Growth, Portfolio Manager, Senior Research Analyst
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