✈️ Staying Global in a Deglobalizing World

🌍 Staying Global in a Deglobalizing World Reflections from the Burgundy ForumLast week, I attended Burgundy’s annual forum in Toronto—a quiet but powerful gathering of serious long-term investors.The theme this year? Staying global in a deglobalizing world. Timely. Necessary.Two keynotes stood out—one from Anne Mette de Place Filippini, the other from Kenneth Broekaert. Their message? Conviction matters more than ever.Anne reminded us that diversification isn’t about complexity or blindly owning the market—it’s about owning what compounds. “Why not invest in more of the winners and less of the losers?” she joked. Simple. But not easy.Kenneth made a compelling case for Europe—not as a relic, but as a resilient, underappreciated opportunity. Some of the best businesses in the world (healthcare, consumer goods, industrials) are there—often trading at lower valuations, with stronger dividends, and less noise.💡 My takeaway: In uncertain times, the smartest strategy is the simplest one—good businesses, at good prices, held for the long haul. Would love to hear your take—where do you see the next global opportunities?#investing #privateequity #valuecreation #Europe #longterminvesting #BurgundyForum #finance #strategy #globalmarketsPeggy Van de Plassche is a value creation strategist and senior advisor with over 20 years of experience in private equity, financial services, healthcare, and technology. She works with investment firms, boards, and C-suite leaders to accelerate portfolio company performance, drive operational transformation, and unlock long-term value. Peggy specializes in the execution of complex value creation plans—spanning capital allocation, digital enablement, transaction advisory, and leadership alignment. Her work consistently bridges strategy and implementation, helping investors and operators maximize EBITDA and enterprise value. A founding board member of Invest in Canada, she also brings deep expertise in public-private partnerships and institutional capital deployment—critical levers for competitive advantage in today’s global landscape. Her clients have included BMO, CI Financial, HOOPP, OMERS, GreenShield Canada, Nicola Wealth, and Power Financial. Learn more at peggyvandeplassche.com.#privateequity #privatemarkets #alternativeinvestments #investing #investments #invest #venturecapital #investor #entrepreneur #digitaltransformation #ai #exit #tech #technology #finance #financialservices #healthcare