Global dividend investing: Potential growth with resilience
Josh Duitz explains why he thinks global dividend investing is well suited to current economic conditions.
We believe that ESG factors are financially material and can impact a company’s performance – either positively or negatively. Understanding ESG risks and opportunities, alongside other financial metrics, is therefore an intrinsic part of our research process.
We actively engage with the companies in which we invest with a top down Portfolio Construction Committee assessment of ESG risks by country. We screen out pipeline opportunities that do not fit with our ESG focus and objective and combine this with the insights of our investment managers, ESG equity analysts and central ESG investment team. This comprehensive approach means we can build a richer, more holistic view of each company. It also means we can consistently evaluate one company against another.
This is all part of our responsible stewardship of our clients’ assets – helping us mitigate risks, unlock opportunities and enhance potential long-term returns.
The onshore equity market of the world’s second largest economy is deep and liquid. It is also dominated by sentiment-driven retail investors.
Smaller companies represent a big opportunity for investors. They make up too much of the global investment universe to ignore, and these nimble and often niche companies are worth noticing.