Priyanka Agnihotri, Portfolio Manager, Nicole Nesbitt, Head of US Institutional Sales and Client Service, and Thomas Fitzalan, Analyst at Brown Advisory weigh in on the state of international equity markets and where there are long-term opportunities and risks.
Today’s international equities markets are presented with a storm of challenges such as rising interest rates, inflation, geopolitical conflicts and supply chain shortages. The volatile market environment coupled with a vast and diverse global equities ecosystem, gives active managers an even greater opportunity to show differentiated value through capital allocation, investment selection and risk mitigation.
Designed to deliver long-term outperformance, risk-adjusted returns and provide diversified exposure to the global equities market, Brown Advisory’s Global Leaders Strategy seeks quality companies with strong financials and leadership. Through a rigorous bottom-up stock selection process which combines fundamental, quantitative and ESG research, the Brown Advisory team aims to identify global leaders with sustainable business advantages.
Brown Advisory is a global investment manager with $146.5B in total assets under management. Brown Advisory offers a range of traditional and sustainable equity and fixed income investment solutions and is deeply rooted in bottom up, fundamental research
To learn more, register & watch Brown Advisory’s webcast: Investing in Turbulent International Equity Markets, with Impact.
War, humanitarian crises, geopolitical tensions, inflation fears and uncertainty over interest rate policies have added turbulence to equity markets. We believe that a long-term investing approach focused on businesses with strong competitive advantages, with business models that generate high return on incremental invested capital, capable and rightly incentivized management teams and attractive valuations, from a long-term investment horizon, may help investors navigate this volatility. Please join our webcast to learn more about:
- Our approach to building portfolios of sustainable international leading companies
- Sustainability as a competitive business advantage
- Managing portfolios in heightened risk environments