Many investors in global equities are falling prey to some big misconceptions.
They think global regulation will hammer some of the world's most dominant companies, they are wary of big pharma's profitability and are doubtful that many, or any, pockets of environmental, social and governance (ESG) value can be found in emerging or Japanese markets. It is easy to fall prey to fear when dramatic headlines abound but, while these issues are undoubtedly real risks, they can sometimes also be opportunities for the long-term oriented investor. Indeed, opportunities exist when the perceived industry or regional risks do not have the bottom-up impact on actual companies th...
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