Alison Savas, investment director of the Antipodes Global Fund – Long, explains the portfolio’s current defensive positioning and where she sees the best investment opportunities going forward.
Bitesize: Why now for global small caps
In this Bitesize video, Kirsty Desson, investment director, global smaller companies at abrdn, looks at the factors driving the performance of global small caps and why now is a good time to be holding the asset class.
Fund in Five: Artemis UK Select Fund
In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets.
UK in Five: Artemis UK equity team
In this Fund in Five we talk to five fund managers from the Artemis UK equity team to understand why investors who ignore the UK risk missing out on future profits.
Fund in Five: Artemis US Smaller Companies Fund
In this Fund in Five, Cormac Weldon and Olivia Micklem, co-managers of the Artemis US Smaller Companies Fund, discuss why US small caps are trading at multi-decade lows relative to large caps and the opportunities this presents.
Fund in Five: Royal London Global Sustainable Equity Fund
In this fund in five, George Crowdy, co-manager of the Royal London Sustainable Equity fund, discusses the wider investment universe the portfolio can invest in.
The Launch Pad: Eric Papesh, T Rowe Price US Structured Research Equity fund
In the third of the new series, Adam Lewis talks to Eric Papesh, US equity specialist at T Rowe Price
Interview with Fiona Harris
Fiona Harris, investment specialist on the JP Morgan American Investment Trust, discusses the drivers of performance over the last year and where the fund is currently finding the best investment opportunities.