Vantage: FRGT – navigating global market uncertainty, an interview with Zehrid Osmani

In this interview, Zehrid Osmani, portfolio manager of Franklin Global Trust (FRGT; formerly Martin Currie Global Portfolio Trust), shares his perspective on navigating today’s volatile markets. From tariff uncertainties to the impact of economic slowdowns across major regions, Zehrid discusses how the trust’s concentrated portfolio of around 30 high-conviction stocks is positioned for long-term growth despite near-term headwinds.

Zehrid illustrates the trust’s investment approach through examples like Ferrari (BIT: RACE, market capitalisation €75bn), L’Oréal (EPA: OR, market capitalisation €215bn), Nvidia (NASDAQ: NVDA, market capitalisation $2.2tn), Atlas Copco (STO: ATCO-A, market capitalisation SEK750bn) and Sartorius Stedim (EPA: DIM, market capitalisation €20bn). These are companies with dominant market positions, strong balance sheets and exposure to key themes including AI, energy transition and aging populations.

Watch the full interview to learn how Franklin Global Trust’s research-intensive, high-conviction approach aims to identify quality growth companies that can outperform through changing market cycles and why Zehrid believes the current uncertainty presents opportunities for discerning global investors.