After years of quality investing being considered a ‘sleep-at-night’ fixture in portfolios, many traditional quality companies are experiencing a noticeable slowdown in growth. As the
After years of quality investing being considered a ‘sleep-at-night’ fixture in portfolios, many traditional quality companies are experiencing a noticeable slowdown in growth. As the
AI remains at the forefront of investment conversations, drawing support from enthusiasts while prompting caution among sceptics. Mark Baribeau, Jennison’s Head of Global Equity, explores
The global growth equity universe spans a broad spectrum, from emerging disruptors to established compounders with resilient long-term potential.
An investment manager’s analysts should conduct deep research that includes onsite meetings with a company’s senior leadership, customers, suppliers and competitors, and should also evaluate
Understanding the characteristics of emerging growers and stable growth compounders is essential to recognise how these companies contribute value to an investor’s portfolio.
