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.

Academy of Funds analytics: Q3 2024

The macro backdropThe big news for the third quarter of 2024 was that both the Federal Reserve...

A Spotlight On: Finding sustainable returns with sustainable investing

Opportunities for sustainable investing are starting to emerge in new places, demonstrating that the...

Recession: What's the consensus?

This month, we were joined by Hugh Gimber, Global Market Strategist at J.P. Morgan Asset Management ...

Insights and Resources

A Spotlight On: Global Equities

MORE FROM THE EXPERTS

Related

Academy of Funds analytics: Q3 2024

A Spotlight On: Finding sustainable returns with sustainable investing

Recession: What's the consensus?

RESOURCES

TALKING WITH

Subscribe to our newsletter

How can we help you?