Finding stability in unpredictable times

We are moving into a new era marked by higher-for-longer inflation and interest rates, and lower-for-longer growth in developed economies. In this new era, we believe investors will become less concerned about macro factors, and more interested in identifying unique companies with strong fundamentals.
The United Global Durables Equity Fund, which is committed to finding a portfolio of companies capable of generating durable returns regardless of the prevailing economic environment, is in a good position to benefit from this shift in focus.
Hear from our partners from Wellington Management, Jeremy H. Butterworth, CFA, Vice President, Investment Strategist, and, Daniel J. Pozen, Senior Managing Director, Partner, and Equity Portfolio Manager as they delve on which stocks can deliver stable returns in a new higher-for-longer world.
Click on the timestamps below to skip to your preferred topics:
00:00:00 - Opening remarks
00:03:02 - Equity opportunities in 2024
00:06:56 - United Global Durable Equities Fund update (philosophy, process, positioning and 2023 performance)
00:34:45 - Q&A
00:48:40 - Closing remarks