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March 2024 / VIDEO

Global Equities: Our View on Industrials

What we learned from recent meetings with global multi-industrial companies

 

Nabil Hanano, Associate Portfolio Manager, recently attended a major industrials conference and met with of dozens of CEOs and CFOs of leading global multi-industrial companies. He took some time afterwards to reflect on three things he was most curious about following these conversations. Hear where he believes there are signs of optimism, how artificial intelligence is having an impact beyond tech companies, and why electric vehicles could still be a viable investment. 

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202404-341980
RELATED FUND
SICAV
Class I
ISIN LU0143563046
An actively managed, high conviction global equity fund for which we seek to identify companies on the right side of change. The portfolio consists of typically 60-80 stocks representing our most compelling bottom-up growth ideas, often derived from technological innovation and secular disruption. The fund is categorised as Article 8 under Sustainable Finance Disclosure Regulation (SFDR).
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