Q&A sponsored by Natixis IM: Daniel Nicholas, Harris Associates
Daniel Nicholas, Client Portfolio Manager at Harris Associates, discusses what sets them apart from other managers and the main challenges and opportunities in equity markets.
PA Plus
-
-
Back of the net asset value – ep 17
Adam Lewis and Julian Marr take stock of the team’s performance over the Christmas period, which included the use of their first wildcard.
-
Interview with Dale Nicholls, Fidelity
Fidelity International manager Dale Nicholls highlights earnings as a major focus for Chinese equity investors in 2024.
-
Back of the net asset value – ep 16
Adam Lewis and Julian Marr look back at an eventful gameweek 17 and start making plans for a hectic festive period for the team.
-
Interview with Alison Savas, Antipodes Global Fund – Long
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.
-
Q&A with Mercantile’s Guy Anderson: Consumer stocks could lead a UK equity comeback
The Mercantile Investment Trust portfolio manager answers our questions
