Dan Carter and Mitesh Patel: Premium yield and core growth from Japanese equities
Dan Carter and Mitesh Patel look at Japan’s experience of the Covid-19 pandemic, their approach to investing.
Jupiter Asset Management
10th Aug 2020
Fidelity International | Global Special Situations
Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund, provides a longer-term outlook for global equities and shares why he thinks China provides some indicators as to what w...
23rd Apr 2020
The Week: Back to the races? The Conservative election victory
Markets celebrated the Conservative victory, but have they been premature?
18th Dec 2019
Fidelity International | Selectivity remains key in 2020
Jeremy Podger, Fidelity Global Special Situations Fund portfolio manager, believes 2020 has the potential to be a good year for equities, supported by a pick-up in earnings growth and accommodative po...
9th Dec 2019
LGIM Talks: Behind the scenes with Active Equities
In this podcast we’ve gone behind the scenes to find out how LGIM’s investment teams manages funds.
Legal & General Investment Management
21st May 2019
Invesco | A ‘glass half full’ view on UK equities
Fund Manager, Martin Walker remains optimistic about investing in UK equities, despite UK political uncertainty. This video covers the outlook for the UK equities, value investing, areas of portfolio...
21st May 2019
Schroders | The morning after the night before: New opportunities in european equity
James Sym, Fund Manager, provides an overview of challenges encountered by companies during earning season, especially with cyclicals, ESG explorations being made in the portfolio, and some innovators...
20th Mar 2019
Invesco | A dose of optimism in US equity markets
After a build-up of negative sentiment towards the end of 2018 – Simon, US Equities Fund Manager and John Botham, Global Equities Product Director discuss how that sentiment has changed since January...
12th Mar 2019
Invesco | Investing in equities: the world of the optimist
2018 was the fifth worst year in 40 years for UK equity markets. Does Fund Manager, Ciaran Mallon think there is room for more optimism as we move into 2019?
Schroders | Best January for European equities since 1987
James Sym, Fund Manager, provides an overview of why markets are off to a positive start and shares an update on changes that have been made to the portfolio.
27th Feb 2019
Invesco | 2019 investment outlook: US equities
We see a tricky year where markets will debate the potential for sustained US growth with the potential for a globally driven US slowdown. Simon Laing, Head of US equities shares his thoughts on the U...
14th Feb 2019
Invesco | 2019 investment outlook: Asian & emerging markets
2018 has been a challenging year for Asian and global emerging equity markets. The year began with upbeat earnings expectations and valuations above long-term historical averages. However, since the s...
29th Jan 2019
The Week: Big trouble in little China
Things are looking increasingly gloomy in China. Should investors be worried about the year ahead?
3rd Jan 2019
The Week: Reasons to be cheerful 2019
2018 hasn’t been a classic year in markets, here are a number of reasons why investors can look forward to 2019 with more enthusiasm.
20th Dec 2018
UK equity income market review: UK equity yields surged over 2018
UK equity markets continued their downward trend into December amid intensifying speculation over the possibility of a no-deal Brexit. Although the government managed to reach an agreement with the EU...
17th Dec 2018
Fidelity International | Looking globally in 2019
Jeremy Podger, Portfolio Manager of Fidelity Global Special Situations Fund explains why 2019 has the potential to be a good year for equities. Against a backdrop of volatility, he outlines the pocket...
12th Dec 2018
US market review: US equities plummet in October
Financial markets experienced a volatile October and the S&P 500 Index experienced one of its worst Octobers since 1928 as investors became increasingly concerned about the outlook for global economic...
9th Nov 2018
The Week: Tough times for UK equities
After a difficult run for UK equities, investors need to believe that neither a Labour Government nor a no deal Brexit is a possibility.
A combination of a no-deal Brexit and a Labour government...
18th Oct 2018
Video: European equities H2 outlook: valuation support & record discounts
Rob Burnett explains why, given the recent market stresses in Europe, the absolute and relative return potential is strong.
26th Sep 2018
The Week: False hope on UK assets
While international fund managers seemed to give the UK market a tentative thumbs up, it is not a ringing endorsement.
25th Jul 2018
M&G Investments | Equities Market Perspective
In this month’s update Ritu Vohora, M&G Investment Director, explores the impact of rising US yields and a resurgent dollar on emerging markets. Is this a déjà vu of 2013’s ‘Taper Tantrum’?
11th Jun 2018
Invesco | Mark Barnett: Business as usual?
Head of UK Equities, Mark Barnett, considers recent pessimism towards UK domestic stocks and whether he is changing his strategy after a difficult period of performance.
7th Jun 2018
Invesco | Investing in emerging markets: a political play
Watch two of our most experienced emerging markets investors discuss their outlook for equities and debt and where the risks and opportunities lie.
1st Jun 2018
Invesco | Opportunities in global equity markets
What has happened across global equity markets this year so far, what themes are prevalent and what is the outlook for investors? Fund Managers Stephen Anness and Andrew Hall outline their views on ma...
23rd May 2018
Jupiter | Value Equities - Humans or algorithms
Ben Whitmore, Head of Strategy, Value Equities presents his views on the theme of Humans vs Algorithms at the Jupiter Investment Forum this year.
Jupiter Asset Management
23rd Apr 2018
What has driven stockmarket returns and what will drive them in future?
When we look back over the past three years, investors have earned remarkably similar returns in local currency terms in very different parts of the world.
UK, eurozone, Japanese and emerging marke...
19th Feb 2018
The Week: Why do US equities keep rising?
It’s tough to find an asset allocator with an overweight position in US assets. Most agree that the stock market is expensive.
18th Jan 2018
How I scored in the investIQ test – and what I learned
Fund manager and value blogger Nick Kirrage reveals his results in an investment IQ test designed to help investors understand their biases
What type of investor are you - optimistic, impulsive?...
16th Jan 2018
M&G Investments | BVTV: Have bonds and equities decoupled, and can both be right?
This week, Ritu Vohora, investment director in M&G’s equities team, joined me on the BVTV sofa to discuss the curious case of the de-correlation between equities and bond yields.
7th Aug 2017
Invesco | Tim Marshall: Discipline in valuation
Tim Marshall, UK Equities Fund Manager, gives a detailed overview of his stock selection process, from identification to valuation.
4th Aug 2017
M&G Investments | Equities Market Perspective - July 2017
Investment Director, Ritu Vohora, reviews how equities have performed across the different sectors, with central banks being the key theme this month.
7th Jul 2017
Schroders | 60 seconds with Nick Kirrage on where to find value
Where are the value opportunities in equities today? Nick Kirrage explains.
27th Oct 2016
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