Our Head of Investment Strategy, Joanne Baynham, hosted a Masterclass on Asset TV, discussing global equities with experts from Denker Capital, Fundhouse and Schroders.

Global equities are a difficult investment environment at the moment. We’ve had a very weak quarter of 2018 and we’ve had one of the best quarters in 2019. So how does the panel see the current investment environment and how are they positioning their funds for this environment?

Watch this Masterclass Part 1 here:

Topics covered and respective timestamps:

Masterclass Part 1
Investment Environment 00:56
Global equity opportunities 05:49
European growth 13:11
Recession 22:08
Growth vs value shares 26:14
Banking shares 31:44

 

In this second part of the Global Equities Masterclass, a panel of experts look at the difficulties that come with investing in technology, whether ESG is an important area to consider, whether China A-shares are sustainable and emerging markets under stress.

Watch this Masterclass Part 2 here:

Topics covered and respective timestamps:

Masterclass Part 2
Disruption 00:14
ESG Investing 05:34
China A-shares 10:09
Resource shares 15:03
Emerging markets 18:42
Key points 25:36

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