There are a number of problems and themes that can be generalised today as being global in nature – slow economic growth being at the top of the list – so a genuinely global approach offers diversification, growth potential, income opportunities, almost limitless stock options and so on as a potential way round them.
The counter to this from a portfolio managers perspective is that given this breadth of choice designing a portfolio on a global basis throws up its own unique problems.
This is why last week we invited four experts in the field to explain how they narrow the world down within certain their very specific parameters.
They gave their own argument for how investors can source income even though low growth is a global problem; the opportunities smaller companies throw up; and how to take advantage of the fact that low volatility stocks have outperformed high volatility stocks for nearly 100 years.
To view the Gallery for this event, please click here.
