Hugh Sergeant, CIO of Equities, River & Mercantile Asset Management, talks about his approach to investing as an Alliance Trust Stock Picker, opportune stock-picking openings and his outlook for the rest of the year.
Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC, explains how Covid-19 will accelerate changes in the behaviour and working practices of corporate Japan and why this should result in numerous growth opportunities for fast-growing, nimble and disruptive smaller business. Recorded June 2020.
Growth stocks have generally fared better than value stocks during the coronavirus pandemic, helping Scottish Mortgage Investment Trust during the worst of the stock market falls. Tom Slater, Co-Manager of Scottish Mortgage Investment Trust, explains why.