Dec 31, 2018
How should investors position their portfolios for 2019? In this video from the Lipper Alpha Expert Forum 2018, a panel of high profile economists and investment strategists assessed the key macroeconomic influences of 2018. They then summarised the material issues that investors might consider as we move into 2019.
The...
Dec 17, 2018
In this #FundManagerChat podcast, Andrew Dalrymple, fund manager of the Aubrey Global Emerging Markets Opportunities Fund at Aubrey Capital discusses why investors should keep their nerve in light of recent volatility in emerging market (EM) equities.
In a fund that invests mainly in consumer facing stocks,...
Dec 11, 2018
In this #FundManagerChat podcast, David Zahn, Head of European Fixed Income at Franklin Templeton Investments, and manager of the Franklin U.K. Gilt Fund, puts forward the case for U.K. gilts.
David outlines the opportunities an increasingly volatile environment is revealing for active gilt fund managers. He also looks...
Dec 3, 2018
In this #FundManagerChat podcast, Tim Crockford, fund manager at Hermes Investment Management, outlines the objectives and philosophy of his Hermes European ex UK Equity Fund.
Tim also discusses where he is currently looking for opportunities in the European equities market, what areas he is avoiding, and how his...
Nov 26, 2018
In this podcast, Shamik Dhar, Chief Economist at BNY Mellon IM provides a summary of the macroeconomic issues he considers most material in 2018 and discusses how this is formulating his views as we move into 2019.
Shamik also outlines some of the key issues and risks investors might consider in the New Year.