Global Equity Investing: Opportunities and Outlook for H2 2024
In this recent webinar, our global equity partner Polen Capital portfolio managers Carolyn Chan, Damon Ficklin, and Greg McIntire discussed recent developments in global equities including across geographies and the market cap spectrum. They also shared their perspectives on what the second half of 2024 may have in store for global equity investors.
Watch the webinar here.
Webinar chapters
- 2:07 – Global opportunities and navigating the vast arena of investable companies
- 5:57 – Observations on current valuations
- 10:06 – Growth opportunities in Asia
- 11:50 – Valuation gap in large cap vs. small cap
- 17:40 – Potential risks and opportunities in China
- 22:55 – How we think about investing in generative AI
- 20:14 – Potential impacts of the U.S. presidential election
- 34:54 – What is keeping us awake at night
Established in 1979, Polen Capital is a high conviction growth investment manager with offices in the US and UK. Polen has been dedicated to serving investors by providing concentrated portfolios of the highest-quality companies for more than three decades. The firm’s established team manages US$71 billion in total assets and their longest-running flagship investment strategy has delivered on average double digit annual returns for more than 30 years.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
