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Investment letters

US Equities: The Year Of Efficiency

04-Aug-2023

Christophe Nagy

Analyst / Portfolio Manager

Louis Citroën

ANALYST / PORTFOLIO MANAGER

Justin Streeter

Analyst / Portfolio Manager

Rémi Adam

ANALYST / PORTFOLIO MANAGER

We have seen a global pandemic, a huge wave of fiscal stimulus, a war on European soil and a sudden tightening of monetary policy. As a result, the economic environment has been forced to evolve, with the cost of capital rising, a stubbornly tight labour market forcing costs higher and increasing concern around the accessibility of finite resources. It is through this lens that companies are now having to view the world and adapt their respective processes to do more with less.

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