Global Equities

Global equity investing - a world of opportunities

Our global equity strategy is built around a high conviction ‘best ideas’ approach, designed to allow the Global Equity Team to capitalise on the expertise of our regional equity research teams.

For bottom-up stock picking managers like Aberdeen, investing across the globe provides a wealth of opportunities.

It offers direct access to the very best and strongest companies regardless of domicile. Such companies, as well as offering performance potential, are also well positioned to respond to a constantly changing economic and business environment.

By giving our fund managers free rein to invest anywhere in the world, we are providing them with greater opportunities to deliver superior performance.

Advantages of a global approach

A wider opportunity set with few regional constraints
Valuation comparisons across the world that highlight areas of neglect or inefficiency and, hence, potential opportunities
An investment remit that takes full advantage of face-to-face proprietary global research
Diversification across sectors and industries but also by countries and therefore economies, stock markets and political systems

Attractive valuations

Opportunities are appearing to buy good companies at mis-priced levels in both developed and emerging markets.

Over the longer-term, as confidence is restored, decent returns may be made in selective holdings from current levels, especially given the flexibility afforded by a global universe from which to choose.