Adviser Hub articles

Articles tagged: Growth
Sanlam_RealAssets2Feb20 VIDEO

Sanlam | Real Assets

Launched in August 2018, the Sanlam Real Assets Fund targets income and capital growth through investments in real asset securities which lead fund manager, Mike Pinggera describes as the “pillars of...

Sanlam 13th Feb 2020

Article-China-01-2019 Market Briefings

The Week: Is China’s growth assured?

This week saw the widely-awaited trade deal struck between the US and China.

Adviser-Hub 23rd Jan 2020

Schroders20Jan20TWalker VIDEO

Schroders | Global Cities Outlook 2020

Tom Walker, Fund Manager of Global Cities, reflects on a recent Alexandria Real Estate investor day which exemplifies some of the real estate approaches the portfolio looks to grow.

Schroders 20th Jan 2020

BAILLIE_ExplosiveGrowthinAsia VIDEO

Baillie Gifford | Finding Explosive Growth in Asia

Baillie Gifford investment managers Roderick Snell and Ewan Markson-Brown discuss the best ways to unleash the potential of Asia in your portfolio.

Baillie Gifford 6th Jan 2020

Article-Chart-03-2019 Market Briefings

The Week: Is the elastic about to snap?

The dominance of large growth stocks over unloved value names has proved the John Maynard Keynes adage that markets can stay irrational longer than investors can stay solvent.

Adviser-Hub 11th Sep 2019

EuroAlphaFundQurterAug19 VIDEO

Schroders | European Alpha Focus Q2 2019 Update

Fund managers James Sym and James Rutland reflect on the second quarter of 2019 including the continued story of growth vs. value and how their portfolios focus more on value and cyclical exposure.

Schroders 14th Aug 2019

EuroAlphaFundAug19 VIDEO

Schroders | Anticipating a regime change

James Sym, fund manager, discusses why the era of growth defensives and stock's success may be coming to an end.

Schroders 14th Aug 2019

Article-Chart-03-1 Partner Zone

FWB - Ready for stage 3?

After the sharp equity rally over the past four months, what could possibly drive another leg up?

Legal & General Investment Management 21st May 2019

TempleBar8Apr19 VIDEO

Investec | Alastair Mundy in conversation: Temple Bar Investment Trust

Journalist Cherry Reynard speaks to Portfolio Manager Alastair Mundy and Analyst Peter Lowery, covering topics such as the Temple Bar dividend, value vs. growth investing and their views on the domest...

Investec Asset Management 8th Apr 2019

Partner Zone

Macro Matters blog: US economy: Extending the cycle

The recent soft patch in growth and dovish shift from the Feb has made it less likely that the US enters recession next year.

Legal & General Investment Management 29th Mar 2019

Cards-Cities-America-02 Partner Zone

Valuation and its role in investing

24 September 2018 Simon Laing, Head of US Equities, Invesco It’s hard to have a conversation on the US markets these days without being drawn to a debate on value versus growth. The...

Invesco 3rd Oct 2018

Schroders_KWade13Aug18 VIDEO

Schroders | Is the world economy slowing?

Global growth appears to be losing momentum in some regions, particularly in Asia and Europe. Keith Wade, Chief Economist & Strategist, examines the three factors that we believe to be driving the slo...

Schroders 13th Aug 2018

Article-WorldCup-01-AO-1 Market Briefings

The Week: Will the World Cup boost Russian growth?

Does hosting a major sporting event boost economic growth? 

Adviser-Hub 4th Jul 2018

Part2_FidelityJun18 VIDEO

Fidelity International | Growth vs Value - the big debate

In this video feature, we tackle the thorny issue of growth vs value.

Fidelity International 19th Jun 2018

FidelityGlobalEqwebcastMar18 VIDEO

Fidelity International | A new phase of earnings growth

After years of stagnation, earnings growth finally returned to drive global equity markets higher in 2017. In this webcast, Jeremy Podger assessed whether this dynamic will continue and revealed how i...

Fidelity International 19th Mar 2018

Article-balance-01-2019 Market Briefings

The Week: Value stocks tick higher - another dead cat bounce?

These have not been good years to be a value manager.

Adviser-Hub 1st Feb 2018

Schroders-KeithWade VIDEO

Schroders | 60 seconds on US growth and inflation in 2017

A strong US consumer means that US growth looks robust, but Keith Wade thinks rising inflation could pose a headwind towards the end of the year.

Schroders 14th Mar 2017

Schroders-60sec-keithwade VIDEO

Schroders | 60 seconds with Keith Wade on cutting his global growth forecast

Keith Wade explains why the economics team has trimmed its forecast for global growth this year.

Schroders 13th Sep 2016

Schroders-SueNoffke VIDEO

Schroders | 60 seconds with Sue Noffke on market impact of Brexit vote

It’s a shock for markets – the result was not one that was anticipated. We’ll see an unwind of the rises we’ve seen in markets in the past five days and some more. What it means in terms of economies...

Schroders 24th Jun 2016

Schroders-60sec-JennyJones VIDEO

Schroders | 60 seconds with Jenny Jones on small-cap tech

I’m finding some mispriced growth opportunities within technology which is very tough right now because a lot of areas of technology are commoditising.

Schroders 24th Jun 2016

Schroders-60sec-MattHudson VIDEO

Schroders | 60 seconds with Matt Hudson on the recent rotation in UK equities

It’s been a fascinating time to be a UK equities investor. For the first quarter in many we have seen a complete rotation in what is driving the market. Having been in a period when growth, growth def...

Schroders 22nd Jun 2016

Schroders-60sec-TomWalker VIDEO

Schroders | 60 seconds with Tom Walker on the importance of GDP growth in real estate investing

Whether you are running a global real estate fund, a UK real estate or even a European real estate fund, the one key ingredient you have got to find is GDP growth. Without economic growth you are not...

Schroders 21st Jun 2016

Schroders-NickKirrage VIDEO

Schroders | 60 seconds on the hunt for value in UK dividends

As the demand for UK dividends grows we look at why investors need to be brave in order to generate income higher than the market average.

Schroders 27th May 2016

AXAIM-DaniSaurymper VIDEO

AXA IM | The insatiable growth in demand for healthcare - Dani Saurymper

Watch Dani Saurymper, Fund Manager of the AXA Framlington Health Fund, discusses healthcare reform and innovation.

AXA Investment Managers 27th Apr 2016

AXAIM-Chris-St-John VIDEO

AXA IM | Chris St John – The benefits of compounding growth

Watch Chris St John at the AXA IM Investment Conference talk on the benefits of compounding growth.

AXA Investment Managers 25th Apr 2016

Schroders60secMarcus VIDEO

Schroders | 60 seconds with Marcus Brookes on the inflation conundrum facing investors

When we characterise the current economic recovery, that started in 2009, one of the things that we would point to – relative to other recoveries from other recessions – is that growth has been relati...

Schroders 13th Apr 2016

Schroders60Sec_-Johanna VIDEO

Schroders | 60 seconds with Johanna Kyrklund on QE "fatigue"

In recent years markets have been dominated by two key trends. On the one hand, extensive quantitative easing by the central banks have inflated the prices of many assets, and then on the other hand t...

Schroders 29th Mar 2016

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