Some would say it all starts here. How the markets react to events can have a major impact on your investments, so on this channel we focus on the market experts to see how they see world economic developments changing stock prices.
The outlook for China's healthcare sector
07 mins 29 secs
In the second of our reports from Asia, Franklin Templeton manager Michael Lai discusses why he is factoring in a second wave of Coronavirus, his long-term outlook for the healthcare sector and takes a look at what happens next in the US-China trade war.
Hong Kong's outlook on China
In the first in a series of interviews with fund managers in Asia we catch up with Nicholas Yeo of Aberdeen Standard Investments to find out what companies in China are telling him, what he thinks of the monetary and fiscal stimulus being provided by the government and why he can live with an ugly Q1 results season.
More than a label – RWC Sustainable...
Justin Craib-Cox CFA, Portfolio Manager, RWC Partners discusses a range of topics with Mark Colegate - including why Tesla wouldn't make the cut in their portfolio, how he sees sustainability as a journey...
How will borrowing data impact the upcoming...
Simon French talks to us about the upcoming minutes from October's federal reserve meeting, whether we are going to see some kind of trade deal between the US & China and the importance of borrowing data set to be released in the UK.
RWC Diversified Return Fund
Clark Fenton, Partner, and Portfolio Manager, RWC Partners sat down with us to discuss how the credit cycle will shape their thinking, how they view passive investing, what resources they have that set them apart & what are they looking to invest in.
Global equities: Slower but still healthy on...
The global economy is slowing but Simon Edelsten, manager of the Artemis Global Select Fund and the Mid Wynd International Investment Trust, argues that slow growth is still healthy growth. Here he describes how his macro views are impacting his investment decisions.
Is a UK recession looking more likely?
Simon French joins us to discuss the state of the US economy, the deepening issue for Germany's manufacturing sector & whether the UK is more likely now to be headed into a recession.
Is the Thomas Cook story a one off or a sign...
From the troubles facing UK travel companies to the impact of falling mortgage rates on US consumers, Panmure Gordon chief economist Simon French joins us to look at the outlook for the week ahead.
Boris heads to France
Independent economist Mike Ingram shares what the week ahead could look like with political trouble in Italy, developments in the US/China trade dispute & further insight into the shape Brexit may take.
UK waits for inflation, unemployment and...
Panmure Gordon’s chief economist highlights what to keep an eye on for the week ahead, including results from China’s tech giants the strength of the euro and more pointers to the state of the UK economy.
US GDP figures, potential interest rate cuts...
We touch upon the outlook for the week ahead which includes the ECB meeting, Q2 GDP figures & a new Prime Minister.
1969 – 2069: From Apollo to AI
It’s been 50 years since the moon landing and a lot has happened, so what’s in store for the next 50 years? Experts from the industry discuss the development of the economy since 1969 both worldwide and closer to home, how the moon landing led to an expansion of new technologies and speculate on what the next 50 years could bring.
Craig Lazzara, S&P DJI | Growth of...
If you put $1,000 in stocks when Apollo launched, what's it worth today? We find out that, as well as the shift from undiversified amateurs to professional investors.
Richard Buxton, Merian Global Investors |...
The 1960s had been kind to equity investors with a basket of growth stocks, the so-called Nifty-Fifty, seemingly unstoppable. But then inflation kicked in over the following decade and market leadership changed. Richard Buxton looks at the lessons to be learned half a century on, when a small number of growth stocks are in favour, and no one appears to be worried about inflation.
What can we expect this week from China, the...
Join us as we look at the week ahead in terms of data. Get the latest on the figures coming out of China, US industrial production growth & UK employment data.
Jim Leaviss, M&G | Was the Apollo 11...
As part of our special feature to celebrate the 50th anniversary of the first moon landing: Jim Leaviss, M&G Investments, looks at the state of the economy when Armstrong stepped on the moon and whether the mission was worth it economically. What event, if any, could have a similar impact today?
Market Reaction to G20
With the recent G20 summit in Japan and views on what we can expect from the week ahead, Mark Colegate is with Mike Ingram, Independent Investment Strategist to discuss.
A shaky start to markets
What will be dominating the business pages this week? Asset TV Investor caught up with Mike Ingram to find out.
Huawei frontier of potential US/China...
What will be moving markets this week? Asset TV Investor caught up with Simon French to find out.