You are using an outdated browser. Please upgrade your browser to improve your experience.

Our views 28 April 2022

Global equity quarterly update by Will Kenney

4 minutes

What impact have rising US Treasury yields had on global equity markets?

Will Kenney, Senior Fund Manager, discusses how corporate cash flows and earnings have been affected by the growing inflationary environment and how volatility can provide stock picking opportunities for investors.

He also covers how the Global Equity team’s Corporate Life Cycle investment process is used to build portfolios with the potential to minimise the effects of macro events.

Click on the image to watch the video.

Image of a video still; click to launch the video

Recorded: 28 April 2022
Duration: 4 minutes

The views expressed are those of the speaker at the date of recording unless otherwise indicated, which are subject to change, and is not investment advice.