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.

Finding income opportunities in unusual places: The case for Asia

In conversation with Square Mile’s Jock Glover, Jason Pidcock, Portfolio Manager at Jupiter Asset M...

Chancellor Reeves spring statement 2025: And... cut.

The rock is slowing growth, the hard place is dwindling fiscal headroom, and this government? Bang i...

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...

Insights and Resources