It is tempting to look at beaten-up markets to find the opportunities that they throw up on the assumption they are cheaply priced. Thurleigh Investment Managers’ Charles MacKinnon casts his eyes over two developed markets in the spotlight now, the US and Europe, and asks where the value lies – and where it doesn’t –…
Keith Wade, Chief Economist and Strategist, discusses the outlook for the global economy. Keith answers the following questions: Prospects for the global economy are looking more positive, what’s driving this? Do the recent LTROs and Greek PSI mean the problems in the Eurozone are under control? What will be on the agenda for governments and…
Early 2012 has seen global equity markets advance amid strengthening risk appetites. In this short video, Senior Global Equities Manager Bruce Stout cautions that despite this rally, corporate profitability is set to decline – albeit balance sheets are strong. Bruce concludes that given persistent debt problems in the West, he and his colleagues are looking…
Neil Dwane, CIO Europe, presents the case for European equity income. He talks about how he manages this fund covering the market background, risk controls and why he believes it will deliver long term capital gains for investors
Thorsten Winkelman, Fund Manager, highlights the strategies aim of out-performing the relevant European Stock markets along with talking about the funds within the strategy. He then goes on to talk about the investment principles involved.
Are you fully aware of the investment potential of BRIC? In this video Allianz Global Inventors highlight the facts and figures that make BRIC appealing for investors.
Gareth Isaac Fixed Income, Fund Manager discusses the current opportunities in global fixed income and why an unconstrained approach is best. • What are the benefits of having a global, unconstrained approach to fixed income? • How has the fixed income market changed since the financial crisis? • Where do you see the best opportunities…
In this the second video drawing from research on India’s emerging consumer population, Michael Konstantinov – Head Of BRIC Strategies RCM, talks about the growth potential for investing in India based on domestic growth figures and supporting research from a variety of sources.
Michael Konstantinov, Head of BRIC Strategies RCM, presents his thoughts on the long term prospects of investing in India after meeting with 15 domestic companies and a number of fields trip to a variety of Indian business hubs to uncover new investment opportunities
With macro concerns continuing into 2012, Alastair Mundy explains how he approaches the on-going uncertainty through his bottom-up, contrarian investment style.
Approaches to global equity investing have changed significantly over the last few decades. In this video, Ilario Di Bon and Juergen Lanzer, lead managers of the recently launched Alliance Trust Global Thematic Opportunities Fund, discuss the new product and the investment benefits of analysing long-term structural trends. The value of investments and any income from…
Simon Gergel, Fund Manager RCM, talks about delivering total return from the UK Equities and how he manages the fund against a benchmark of the FTSE Allshare index
