Square Mile | The Big Question: Value vs. growth, doses style matter?
In the second edition of The Big Question, Square Mile’s newest video series focussing on the hot topics of the moment, we are tackling the ongoing debate within the industry aiming to answer the ques...
Square Mile Research
26th Aug 2020
It's time to look east
The Asia ex Japan region and its companies are thriving
6th Jul 2020
Fidelity International | Society’s focus on sustainability and resilience to go parabolic
Fidelity’s Andrew McCaffery, Global CIO, Asset Management, and Ned Salter, Head of Equities, assess recent market movement and outline why the focus on sustainability issues will continue to grow as w...
30th Apr 2020
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...
13th Feb 2020
The Week: Is China’s growth assured?
This week saw the widely-awaited trade deal struck between the US and China.
23rd Jan 2020
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.
20th Jan 2020
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.
6th Jan 2020
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.
11th Sep 2019
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.
14th Aug 2019
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.
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
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...
8th Apr 2019
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
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.
3rd Oct 2018
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...
13th Aug 2018
The Week: Will the World Cup boost Russian growth?
Does hosting a major sporting event boost economic growth?
4th Jul 2018
Fidelity International | Growth vs Value - the big debate
In this video feature, we tackle the thorny issue of growth vs value.
19th Jun 2018
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...
19th Mar 2018
The Week: Value stocks tick higher - another dead cat bounce?
These have not been good years to be a value manager.
1st Feb 2018
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.
14th Mar 2017
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.
13th Sep 2016
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...
24th Jun 2016
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 | 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...
22nd Jun 2016
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...
21st Jun 2016
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.
27th May 2016
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
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
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...
13th Apr 2016
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...
29th Mar 2016
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