Episode 9: Finding Sustainable Alpha in Global Equities

Simon Steele of Fiera Capital and Darren Beasley of Evidentia discuss the following pointsThe impact of higher interest rates and inflation when selecting managersThe concept of style adjusted alphaWe've seen a switch from growth equities to value. Is this likely to be a short-lived phenomenon or could higher bond rates dampen the performance of high growth stocks?The search for protection against inflation in the current environmentUkraine and Russia and any impact on growth Predicting long-term profitability and success of individual companiesRegional preferences within global equities and the importance of geographical exposure. The importance of valuation and short-term performance?