Magazine: Faster earnings growth in a slowing economy
June, 2023
Investors face a challenging period as the global economy slows and interest rates look set to remain high for some time to come. We can expect more share market volatility and stocks to deliver a wider spread of returns. This could be a great time for long-term investors to invest selectively in businesses with strong balance sheets and which are able to grow earnings – even when consumers are gloomy and borrowing costs are becoming painful.
In this series of short articles we will explore how the investment team behind the fund (‘Axiom’) has shown that:
- Investing in certain technology and health care businesses helps meet this challenge, and
- Investing ethically and carefully managing environmental, social and governance (ESG) factors boosts returns and manages the impact of investing on the wider world
Identifying winners as technology changes the world