Fidelity International | Market Perspectives: Asia and Emerging Asia
Fidelity Asia Fund manager Teera Chanpongsang talks us through how Asian businesses have adapted to the pandemic, the potential for increased US-China trade tensions and his latest portfolio positioni...
12th May 2020
Fidelity International | Fidelity CIOs on a new paradigm for investors
Fidelity CIOs Andrew McCaffery and Romain Boscher discuss how the COVID-19 crisis is changing not only how investors think about companies, valuations and portfolio construction, but also the nature o...
3rd Apr 2020
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
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
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
The Week: The US: how long can the party last?
The US market has been labelled over-valued, over-concentrated and over-indebted, but still it continues to rise. What might disrupt its trajectory?
12th Jul 2018
Schroders | Global Cities Real Estate: Are data centres the future of real estate investing?
In his latest video, Hugo Machin, Co-Head of Global Real Estate Securities, explores the real estate trends and market updates over the month.
20th Jun 2018
Fidelity International | Three reasons why oil is troubling markets
Bill McQuaker takes a look at the three main drivers behind the rising cost of oil and what that means for investors. How does an inflated oil price impact on the fundamentals and where can investors...
20th Jun 2018
Schroders | Location, Location, Technology
In this latest video, Tom Walker, Co-Head of Global Real Estate Securities, explores the current real estate trends and the impact of this on the Schroder Global Cities Real Estate Fund.
1st Jun 2018
Schroders | Global Cities Real Estate (covering February 2018)
Tom Walker, Co-Head of Global Real Estate Securities, provides an update on the Schroder Global Cities Real Estate Fund. He covers the real estate market, portfolio updates and outlook for the portfol...
7th Mar 2018
The Week: Should investors be worried about an M&A bubble?
US cable operator Comcast has announced a £22.1bn bid for Sky, potentially thwarting a planned takeover by 21st Century Fox. At the same time, Warren Buffett has said cheap debt is fuelling a &l...
27th Feb 2018
The Week: The big data revolution in active management
This week, the Financial Times reported that BlackRock was setting up a new lab in Silicon Valley, specialising in artificial intelligence.
22nd Feb 2018
Schroders | European Alpha Income and European Alpha Plus Funds (January 2018)
James Sym, Fund Manager, provides an update on how the European market has performed so far in 2018 and the impact the strong Euro has had on companies.
16th Feb 2018
The Week: What's the plan in Japan
Japan has been a big hit with investors in 2017, but we’ve been here before.
11th Jan 2018
Schroders | 60 seconds with James Sym on value opportunities in Europe
Within European equities I would say that the best opportunities over the next 12-18 months are clearly, I think, going to be in the value end of the market.
24th Jun 2016
Schroders | 60 seconds with Craig Botham on China
Emerging Markets Economist, Craig Botham, talks about recent volatility in the Chinese market, what this means for the currency and how it could impact the world economy: - The year has started poorly...
14th Jan 2016
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