Investing in earnings leadership adds foresight to a portfolio

Jonas Palmqvist | Alphinity Investment Management | 22 August 2019 | 0.25 CE

Ten years ago, almost no-one predicted interest rates globally to still be as low as they are today. This has shaped the performance of investments, both of and within global equities. Looking forward, we can never know for certain how the macro backdrop will change or which investment style will dominate. But we can focus on uncovering th...