• INFO@SQUAREMILERESEARCH.COM

A Spotlight On: Global Equities

19 Sep, 2023 | Return|

“Global income has been proven to be an outperforming asset class over the long term and it’s a really attractive entry point to this asset class.”

This month, Ajay Vaid, Investment Research Analyst was joined by Anjli Shah (abrdn), Ben Lofthouse (Janus Henderson Investors) and Matthew Page (Guinness Global Investors) for our 'A Spotlight On: Global Equities' panel discussion. 

In this session, the experts discussed:

  • The case for Global Equity.
  • Is there a big opportunity for income from AI stocks?
  • How has the underperformance of responsible funds impacted your stock selection?
  • If you could rewind and do the year again, are there any changes that you would have made to your portfolio?

 

MORE FROM THE EXPERTS

Global Equity Income Fund

Small caps – time to consider?  

We feel the managers have a good understanding of where their edge is and they are committed to concentrating on managing an equity income growth proposition.

No one invests in small caps during an economic downturn, right? Here’s why it might be time for a rethink.  
READ MORE FULL ARTICLE  

 

You can watch our full 'A Spotlight On' series here.

Related

The Spring Budget 2024

On the 6th of March, the Chancellor of the Exchequer, Jeremy Hunt, unveiled the Spring Budget 2024 a...

Read More >

What trends have Square Mile been seeing with our Responsible ratings?

Scott Dakers, Business Development Director, sat down with ESG Accord's Lee Cotes and Elly Downi...

Read More >

Chancellor Reeves spring statement 2025: And... cut.

The rock is slowing growth, the hard place is dwindling fiscal headroom, and this government? Bang i...

Read More >
Feedback