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.

Scott Dakers on RI drivers, trends and practicalities

Over recent years, we have witnessed a rapidly growing green finance sphere, whereby capital is bein...

Fluctuations in government bond yields

Spikes in government bond yields have been receiving close attention recently. Their upward movement...

New Talking Factsheets: What can you expect?

Offering an independent account of Square Mile’s rated funds, these short Talking Factsheet vi...

Insights and Resources

A Spotlight On: Global Equities

MORE FROM THE EXPERTS

Related

Scott Dakers on RI drivers, trends and practicalities

Fluctuations in government bond yields

New Talking Factsheets: What can you expect?

RESOURCES

TALKING WITH

Subscribe to our newsletter

How can we help you?