Zehrid Osmani, Manager of Martin Curie Global Portfolio Trust, talks about seven potential key risks which could impact the pace of economic recovery and prevent a prolonged period of economic growth, including increased indebtedness and taxation.
Zehrid Osmani, Manager of Martin Curie Global Portfolio Trust, gives a summary of one of the strongest reporting seasons, discusses the regions that offer the most potential and what the leading indicators are telling us.
Listen to Zehrid Osmani, Manager of Martin Curie Global Portfolio Trust, discuss the important drivers of global growth and attractive investment opportunities, which include cloud computing and cybersecurity, renewable energy and healthcare infrastructure.
China’s domestic growth story has continued to thrive despite the pandemic and with Chinese companies now increasingly becoming global innovators, it’s getting harder for investors to stay on the sidelines. In his conversation with Citywire, Dale Nicholls, portfolio manager of Fidelity China Special Situations Trust PLC explores these opportunities.
Watch the recent Citywire broadcast with Nitin Bajaj, portfolio manager of Fidelity Asian Values Trust PLC, where he explains his investment philosophy, how he looks for high quality stocks in the diverse Asian equity markets and why he thinks now is a particularly interesting time for his ‘value’ approach.
Chaos is often associated with a failure of leadership. Gary Robinson, manager of Baillie Gifford US Growth Trust, argues that the best bosses don’t resist disorder but channel it to create ‘chaordic organisations’ in which innovation thrives.
In this AGM film, Tom Slater, co-manager of the Scottish Mortgage Investment Trust, discusses the lessons learnt from the Covid-19 pandemic, and looks to the areas where we have seen, and could continue to see, growth opportunities arising.
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