Hello and welcome to the summer edition of the Events-Hub magazine. The issue has a particularly outward-looking feel to it, which seems only appropriate, given how more than half of retail investors globally feel more confident about investment opportunities over the next 12 months than they did a year ago, according to the Schroders Global Investment Trends Survey 2015.
The survey canvassed the opinions of more than 20,000 retail investors in 28 countries around the globe and you will find the main findings. Its results paint a picture of generally increasing confi dence with nine in 10 investors expecting their portfolios to grow over the next year. However, the group warn this could spill into over confidence.
Continuing the international theme, Henderson fund managers Alex Crooke, Ben Lofthouse and Andrew Jones discuss why investors should consider a global approach to equity income investment, while Goldman Sachs Asset Management argues that, as the equity bull market enters its seventh year and the global economy nears several inflection points, new equity market leaders will likely emerge.
On a more regional basis, James Budden of Baillie Gifford looks at the case for investing in Europe, despite – or perhaps because of – the uncertainty the region is experiencing, while Investec UK Alpha fund manager Simon Brazier explains the importance of identifying businesses that not only generate cash but reinvest it for future growth. Elsewhere in the magazine, Jupiter discusses what active share means and why it matters. Scott Dakers of Aberdeen Asset Management and Jeremy Roberts of BlackRock consider the opportunities and challenges on offer to investors and advisers in light of the recent changes to the UK’s pension regime. On a similar theme, SimplyBiz’s Tom Nall highlights eight key points that advisers’ small business clients should really know about auto-enrolment.
The issue ends with its regular ‘A day in the life’ slot, which offers an insight into the typical routine of Suneil Mahindru, CIO of international equity at Goldman Sachs Asset Management.
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