))
✈️ Staying Global in a Deglobalizing World
Manage episode 487947899 series 3419188
Content provided by Peggy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peggy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
🌍 Staying Global in a Deglobalizing World
Reflections from the Burgundy Forum
Last week, I attended Burgundy’s annual forum in Toronto—a quiet but powerful gathering of serious long-term investors.
The theme this year? Staying global in a deglobalizing world. Timely. Necessary.
Two keynotes stood out—one from Anne Mette de Place Filippini, the other from Kenneth Broekaert. Their message? Conviction matters more than ever.
Anne reminded us that diversification isn’t about complexity or blindly owning the market—it’s about owning what compounds. “Why not invest in more of the winners and less of the losers?” she joked. Simple. But not easy.
Kenneth made a compelling case for Europe—not as a relic, but as a resilient, underappreciated opportunity. Some of the best businesses in the world (healthcare, consumer goods, industrials) are there—often trading at lower valuations, with stronger dividends, and less noise.
💡 My takeaway:
In uncertain times, the smartest strategy is the simplest one—good businesses, at good prices, held for the long haul.
Would love to hear your take—where do you see the next global opportunities?
#investing #privateequity #valuecreation #Europe #longterminvesting #BurgundyForum #finance #strategy #globalmarkets
Peggy Van de Plassche is a seasoned advisor with over 20 years of experience in financial services, healthcare, and technology. She specializes in guiding boards and C-suite executives through transformational change, leveraging technology and capital allocation to drive growth and innovation. A founding board member of Invest in Canada, Peggy also brings unique expertise in navigating complex issues and fostering public-private partnerships—key elements in shaping the Future of Business. Her skill set includes strategic leadership, capital allocation, transaction advisory, technology integration, and governance. Notable clients include BMO, CI Financial, HOOPP, OMERS, GreenShield Canada, Nicola Wealth, and Power Financial. For more information, visit peggyvandeplassche.com.
#privateequity #privatemarkets #alternativeinvestments #investing #investments #invest #venturecapital #investor #entrepreneur #digitaltransformation #ai #exit #tech #technology #finance #financialservices #healthcare
144 episodes
Share
