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.
Income | Investment Trust Outlook
Are equity markets expensive and if so what should fund managers be doing with your money? On the panel to discuss in this Investment Trust Outlook are: Tony Foster, Manager, Diversified Income and Growth Trust, Aberdeen Standard Investments Cristina Dondiuc, Associate Investment Director, Fidelity International Ciaran Mallon, UK Equities Fund Manager, Invesco Perpetual Learning outcomes: How fund managers are reacting to current valuations in developed equity markets How fund managers are factoring in political risks: from trade wars to the results of Italy's election Outlook from inflation and its influence on stock selection in portfolios
Central bankers stuck in neutral
With the fourth annual European Central Bank Forum taking place this week in Portugal, will monetary policy once again be dominating the news? Asset TV Investor caught up with Simon French to find out.
Will 2018 be the year of policy changes?
Brexit, Trump, political and economic uncertainty, central bank monetary policy and stock markets at record highs all characterised 2017 – but what in store in this new year. Simon French, chief economist with Panmure Gordon joins Asset TV Investor's Jenny Hammond to discuss.