• INFO@SQUAREMILERESEARCH.COM

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

Unloved no more? Why now might be the time to invest in UK equities

In this article published on Investment Week, Square Mile's David Holder makes the case for back...

Read More >

Talking With Hendrik Du Toit

We were delighted to be joined by Hendrik Du Toit, Founder and CEO of Ninety One, for a candid conve...

Read More >

The consumption cliff-edge (and how investors can help)

In May 2021 the US Environmental Protection Agency (EPA) made headlines when, for the first time in ...

Read More >
Feedback