History shows that high-quality companies typically perform well when global economic growth slows. Even recessions come to an end, and then it’s good to be in a position that has a longer-term perspective.
In 2022, the energy crisis, the war in Ukraine, inflation, and elevated food prices dominated the economic landscape and caused a significant decline in the bond and stock markets. However, the consumption of luxury goods was remarkably resilient.
As an active equity investment firm, we have fiduciary responsibility for the long-term investment returns of our clients, where all material aspects of sustainability are carefully considered.
Japan continues to be demographically challenged but is a global power house in our identified mega-trend of Productive and Digital Society with robot technologies, global MedTech champions, and high-tech components and materials providers.
Equity investing is not just about managing risk but also understanding the dynamics of opportunity. Twelve months ago, an extreme peak in the monetary cycle coincided with a peak in asset markets.