Finding Excellence in European Equities
Mark Nichols and Phil Macartney discuss what the improved economic backdrop in Europe means for their European Growth strategy.
Unlocking opportunities in global fixed income
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who discuss the path for inflation and growth, what potential pitfalls to be wary of, and how their portfolios are positioned for 2021.
Systematic equities Q1 review
Dr Ian Heslop and Dr Amadeo Alentorn, co-heads of systematic equities, present their quarterly review. They present the systematic equities team’s latest market analysis and review the performance of the strategies managed by the team.
Bond Market Returns at Risk? The SARB View
Is the reflation trade still valid? Are we on track for further dollar and bond weakness and cyclical asset strength? Listen to Mark Nash, Fund Manager, and Huw Davies, Investment Director, in discussion on the Strategic Absolute Bond Fund webcast.
Investing in Europe – Where to find growth?
A global pandemic, rising unemployment, growing societal debt, and uncertainty about the impact of Brexit looming over us all- are investors right to worry about European investments?