International Equities: Finding the businesses that can beat the fade

Presented by

Simon Webber, Portfolio Manager, Global & International Equities team

About this talk

Amid an environment of disruption, along with: slowing growth; profit margin pressure;prolonged policy uncertainty, and complacency around financial leverage, it is increasingly important for investors to be positioned in durable businesses with pricing power and elements of self-help. Schroders international equity portfolio manager Simon Webber offers his views on the challenging macro landscape and where the team is finding the most compelling investment opportunities.

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