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60 seconds with Zehrid Osmani - September 2022

Zehrid discusses the importance of wage inflation, corporate earnings, and maintaining conviction in our holdings.

Date published
21 Sep 2022
Tag
Zehrid Osmani Head of Global Long-Term Unconstrained

1. Corporate Earnings

2022 is turning from a year of low earnings growth to a year of no growth.

2. Wage inflation

Wages are critical to overall inflation in the medium-term.

3. Assessing conviction

Operationally our companies are broadly delivering, or overdelivering on expectations.

We want to focus on companies that have strong pricing power in this high inflation background.



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