• 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

Preparing for 2025: Balancing optimism and vigilance

To say 2024 was an eventful year would be an understatement. In the last 12 months, the world has se...

Read More >

Academy of Funds Analytics: Q1 2025

 The Macro BackdropAfter two years of exceptionalism, US stocks finally fell in Q1. Notable dec...

Read More >

Behind The Screens: Providing essential services to society

In our final Behind the Screens of 2023, Jock Glover by Peter Meany, First Sentier's Head of Glo...

Read More >
Feedback