Global investment from a sector perspective

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Julie Edwards, a portfolio strategist at Fidelity Investments explained the fundamental shift in the...

Julie Edwards, a portfolio strategist at Fidelity Investments explained the fundamental shift in the way companies are researched. "It is increasingly making sense to invest on the basis of sectors rather than geography," explained Edwards. "The brokerage community has adopted this approach in company research and buy-side houses are also moving this direction." Companies are increasingly global, and therefore value added in the research process will come from analysing companies on a global basis - not just on a regional basis. Standardisation has been another factor pushing globalisa...

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