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 Convertibles Fund
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 their style of investment differs from green bonds. The information contained within the video is for illustrative purposes only, and Is not intended to be, and should not be interpreted as recommendations or advice.
How will borrowing data impact the upcoming UK election?
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 whole…
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 of the times?
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 retail sales updates
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 & a new Prime Minister
We touch upon the outlook for the week ahead which includes the ECB meeting, Q2 GDP figures & a new Prime Minister.
What can we expect this week from China, the US & the UK?
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 mission worth it?
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?