Investment Trust Update | 12th April 2019
In this bulletin, a tool box for income investors, Brexit blamed for lack of IPOs, and alternative asset trusts performed strongly in Q1, reflecting investors’ greater appetite for risk. AIC - Face to face training
Brexit story still dominating the business pages
What will be moving markets this week? Asset TV Investor joins Ben Gutteridge to find out.
Artemis European Opportunities: Seeking resilient earnings …
The indiscriminate sell-off in equities has created opportunities in high-quality stocks. Laurent Millet, co-manager of the Artemis European Opportunities Fund, talks to Ross Leckie.
Brexit impact on the FTSE
Asset TV Investor caught up with Mark Barnett at the annual Winterflood conference to discuss the market impact of Brexit on the UK market.
Brexit impact on property
Asset TV Investor caught up with Marcus Phayre-Mudge at the annual Winterflood conference to discuss real estate as an asset class.
The argument for investing in Europe
Asset TV Investor caught up with Francesco Conte at the annual Winterflood conference to discuss Europe smaller companies as an investment opportunity.
Europe still able to punch at its weight
In this update from the World Economic Forum, Mark Colegate reflects on Angela Merkel’s talk at the conference. Key points covered include; current global considerations, the future of Europe, and how Germany has room to improve in both the digital space and sustainability.
Maintaining a long-term view whilst short-term issues dominate
What should we be worried about regarding Brexit? Stephanie Kelly, Political Economist, Aberdeen Standard Investments, shares her thoughts here and discusses how US-China tensions are affecting investors.
UK Outlook | Investment Trust Outlook
In this first Investment Trust Outlook for 2019, a panel of experts discuss the outlook for the UK and also the opportunities that there are for UK stock pickers. On the panel are: Louise Kernohan, Senior Investment Manager – Dunedin Income Growth Investment Trust PLC, Aberdeen Standard Investments Matthew Jennings, Investment Director representing Fidelity Special Values PLC, Fidelity International Sue Noffke, Manager of the Income Growth Trust, Schroders
Brexit vote taking centre stage
What will be moving markets this week? Asset TV Investor caught up with Mike Ingram to find out.
Artemis: What does 2019 hold for global equities?
With higher US interest rates, trade wars and European politics, investors have had much to contend with in 2018. Peter Saacke, Artemis’ CIO, discusses the possible catalysts that could encourage investors to reassess the risk and reward in certain areas.
Artemis: Outlook for European equities
After 10 years of loose monetary policy, companies are adapting to tightening conditions. Paul Casson, manager of the Artemis Pan-European Equities Fund, discusses his outlook for 2019. He believes the end of quantitative easing is the biggest challenge companies are facing. Those with high debt will find the environment particularly difficult. In the face of this, Paul is finding ample opportunities in the short book.