Why it's not too early to make investment decisions
Invesco's director of model portfolio services Ben Gutteridge joins us to talk through why investors need to start thinking about their sector allocation, from supermarkets and food manufacturers to those companies dominating the digital world.
Asian Fixed Income: pricing, liquidity and sentiment
In our latest view on the Far East, from the Far East, Fidelity International's global head of investment directing for fixed income, Luc Froehlich, discusses default rates, leverage, threats and opportunities when it comes to investment grade debt and high yield.
Turning policy into practical economic help
The UK government has big plans to help corporates and households out during the lockdown but does it have the transmission mechanisms in place to make their policies effective? Simon French, Chief Economist at Panmure Gordon gives us his assessment.
Investment Trust Outlook | The prospects for income and for Asia in 2020
In this Investment Trust Outlook, how big a risk is illiquidity in today's market? Which letter in ESG is of greatest importance in Asia and what are corporate earnings looking like in 2020? Our panel discusses this and more. Bruce Stout, Manager, Murray International Trust PLC Matthew Dobbs, Manager, Schroder Asia Pacific Fund & Schroder Oriental Income Fund, Schroders James Hart, Investment Director, Witan Investment Trust
Dilemmas facing Woodford Fund investors
Ryan Hughes, Head of Active Portfolios, AJ Bell joins Olga Hay to talk about what options and problems Woodford Fund investors have, the downfall of the fund and what lessons can be learned going forward for investors.
The equity or the bond market: which is right?
Central banks are primed for far more intervention when it comes to policy, liquidity and QE. J.P. Morgan Asset Management chief market strategist Karen Ward discusses the impact on equity and bond pricing.
The impact of ESG on mining stocks
Evy Hambro, co-manager of the BlackRock World Mining Trust, discusses the impact of China on the demand for commodities and the increasing role of ESG in the sector.
What's focusing professional investors' minds
Simon Elliott, head of research at Winterflood Investment Trusts, reflects on the main themes at the group’s recent investment conference, and on the significance of what didn’t get discussed by the speakers.
Lower expectations from high yield
Invesco high yield bond manager Rhys Davies explains why investors should expect lower returns this year given strong returns in 2019
A public listing for private equity
Helen Steers, co-manager of Pantheon International gives Asset.tv her outlook on the private equity market for 2020.
UK small cap as a source of income
UK small cap manager Abby Glennie talks through why a quality growth and momentum philosophy can work on a small cap income portfolio.
Finding value after Brexit
Janus Henderson UK fund manager Laura Foll discusses the outlook for UK dividends, why the best value stocks are in the small cap space, and why she’s avoiding tobacco companies.