JPM Europe Dynamic (ex-UK) fund portfolio manager Blake Crawford discusses how macroeconomic factors, including German fiscal spending, are boosting the investment case for European equities.
Jupiter Asset Management’s head of equities Kiran Nandra on how fostering a strong investment culture, an inclusive team and continuous refinement of best practices is key to delivering consistent value for clients.
Speaking at Spring Congress, Nick Dumas-Williams, manager of the Polar Capital Artificial Intelligence fund, discusses why he is increasingly seeing examples of companies showing truly differentiated growth profiles through uncertain macro times versus their peers.
Speaking at South West Congress, Anna Väänänen, head of listed impact equity at AXA Investment Managers, discusses the difference between impact investing in listed and private equity, how impact investing works within listed equities and what the next steps in impact are for the asset class.
Speaking at Northern Congress, Bill Hench, head of the small-cap team and portfolio manager at First Eagle Investments, discusses why US small-cap value is a compelling investment opportunity, what he looks for in an attractive stock and why investors should consider the First Eagle US Small Cap Opportunity fund.
In this new edition of Fund in Five, Michele Ward, portfolio specialist, equity division at T. Rowe Price, argues US small-cap stocks are at a “once in generation” valuation level relative to large-caps.
In this Bitesize video, Kirsty Desson, investment director, global smaller companies at abdrn, looks at the factors driving the performance of global small caps and why now is a good time to be holding the asset class.
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.
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.
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.
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.
In the third of the new series, Adam Lewis talks to Eric Papesh, US equity specialist at T Rowe Price.