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Themes Impacting Global Markets Today


Portfolio managers Grady Burkett, CFA, and Krishna Mohanraj, CFA, discuss global inflation, supply chain disruption and the secular trends that are impacting businesses around the globe.

As of October 31, 2021, Diamond Hill owned shares of Alibaba Group Holding Ltd., Ashmore Group PLC, BT Group PLC, Bunzl PLC, Check Point Software Technologies Ltd., Compagnie Financiere Richemont S.A., Diageo PLC, Facebook, Inc., Fairfax Financial Holdings Ltd., LVMH Moet Hennessy Louis Vuitton SE, Nestlé S.A., Nintendo Co. Ltd., Rogers Communications, Inc., Samsung Electronics Co. Ltd., Swatch Group Ltd., Taiwan Semiconductor Manufacturing Co. Ltd., Tencent Holdings Ltd., Tesco PLC and Unilever PLC.

Clarification: India represents 3.87% of the Morningstar Global Markets ex-U.S. Index as of 10/31/21, not less than 3% as stated in the video.

The views expressed are those of the speakers as of November 2021 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.

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