Our guest on the final edition of the Morning Mail this week is Evans and Partners Head of International Equities Stephen Arnold.
We seek Stephen’s comment on the volatility we have been experiencing in international equity markets – can he make sense of it and how has it been influencing his decision making in his International Focus portfolio?
Separately, we discuss the strongest recent performer in the International Focus portfolio – Sherwin Williams Company. The business is the largest retailer of paints in the United States and we explore the key reasons behind its strong share price performance.
