Global Markets
Our Global Markets capability gives clients access to diversified international exposure spanning 40+ countries across developed and emerging markets. We combine top-down macroeconomic analysis with bottom-up security selection to construct portfolios that capture global growth while managing currency, political, and liquidity risks.
Developed Market Equity
Our developed market equity strategy focuses on high-quality businesses with global revenue streams, strong balance sheets, and durable competitive advantages. We are active in European industrials and healthcare, Japanese capital goods companies undergoing governance reform, and selected Canadian resource companies with ESG-compliant operations.
Emerging Market Exposure
Emerging market allocations are sized based on our proprietary sovereign scorecard, which evaluates institutional quality, external balance, growth prospects, and valuation. Current overweights include India, Taiwan, and selected ASEAN markets. We maintain underweights in markets with deteriorating governance or unsustainable external positions.
Currency Strategy
Currency management is integrated into our global equity process. We hedge high-volatility currency exposures for risk-averse clients while allowing currency exposure for clients seeking full participation in emerging market upside. Our currency team uses a combination of fundamental valuation models and technical momentum signals to time hedge adjustments.
International Fixed Income
For clients seeking global fixed income diversification, we access government bonds, investment-grade corporate credit, and selective emerging market hard-currency sovereign debt. Duration management across the global rates complex provides both a source of return and a portfolio hedge during equity market stress.
Important Disclosure: Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. The information presented here is for informational purposes only and does not constitute investment advice. Please consult your Stellaris Investments advisor before making investment decisions.
Key Metrics
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