• 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

Academy of Funds Analytics: Q2 2025

 The Macro BackdropQ2 2025 was defined by uncertainty, worry and concern. Recession fears peake...

Read More >

Behind the Screens: Lessons learnt from the past 10 years

Joining us for this week's podcast is LGIM's Andrzej Pioch, lead manager of the Recommended-...

Read More >

Reasons to be cheerful?

2022 was a year that can be described by turbulence, both in markets and the wider world. Though we ...

Read More >
Feedback