Global Equity: Investing in an uncertain world

The past year has been one of the most unpredictable and challenging periods for global investors, with rising geopolitical tensions, shifting tariff policies, and ongoing market volatility reshaping how we identify opportunities.

With years of investment experience and a robust systematic framework, the Life Cycle approach helps our Global Equity team analyse all opportunities in the market to identify those companies that they believe will deliver wealth creation.

Watch Paul Schofield, Head of Global Equities, Francios de Bruin, Fund Manager, and Matt Kirby, Fund Manager, where they will discuss:

• How global trends, inflation, and technology are influencing equity markets
• How the Life Cycle approach enables the team to explore the entire investment universe for opportunities
• The potential benefits of the team’s strategy for maximising risk-adjusted returns in portfolios
  Asset management excellence with a longer-term perspective

Recorded: 11 December 2025
Duration: 41 mins

This is a financial promotion and is not investment advice. Capital at risk. Past performance is not a guide to future performance. The value of investments and any income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. Portfolio characteristics and holdings are subject to change without notice. The views expressed are those of the author at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.