Investing in global companies
A new group of marketleading global companies may offer
investors some stability in turbulent times. What makes them stand
out?
Five years on from the last global financial crisis, the global
economy now faces new challenges and headwinds. Today's
problems are debatably more deep rooted, with government and
consumer debt at high levels, deflationary forces and large,
unsustainable fiscal deficits all causing uncertainty about the
economic outlook and presenting tough choices for investors.
In the 'risk on, risk off' environment we have
experienced over the last few years, where negative real interest
rates at the bank and bond yields on socalled safe haven sovereign
bonds have fallen to all-time lows, investors are seeing little in
the way of real return.