• +44 (0) 203 830 8050
  • [email protected]

A Spotlight On: Global Equities

19 Sep, 2023 | Return|

“Global income has been proven to be an outperforming asset class over the long term and it’s a really attractive entry point to this asset class.”

This month, Ajay Vaid, Investment Research Analyst was joined by Anjli Shah (abrdn), Ben Lofthouse (Janus Henderson Investors) and Matthew Page (Guinness Global Investors) for our 'A Spotlight On: Global Equities' panel discussion. 

In this session, the experts discussed:

  • The case for Global Equity.
  • Is there a big opportunity for income from AI stocks?
  • How has the underperformance of responsible funds impacted your stock selection?
  • If you could rewind and do the year again, are there any changes that you would have made to your portfolio?

 

MORE FROM THE EXPERTS

Global Equity Income Fund

Small caps – time to consider?  

We feel the managers have a good understanding of where their edge is and they are committed to concentrating on managing an equity income growth proposition.

No one invests in small caps during an economic downturn, right? Here’s why it might be time for a rethink.  
READ MORE FULL ARTICLE  

 

You can watch our full 'A Spotlight On' series here.

Related

Questions from the road

At our latest Responsible Pathway event, industry experts Tom Woodfield, Senior ESG Analyst at Inves...

Read More >

A white knuckle ride of a quarter

The balancing act performed by central banks trying to tame inflation and avoid recession became har...

Read More >

Cost of Living Rises as Prices Surge

Last week saw UK inflation surging to its highest level for a decade, hitting 4.2% in October. This ...

Read More >
Feedback