Videos

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.

Andy Headley, Global Head of Strategy, Veritas Asset Management, discusses how he’s repositioned his sleeve of the Alliance Trust portfolio in the light of the Covid-19 crisis.

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.

Zehrid Osmani, Portfolio Manager of Martin Currie Global Portfolio Trust, gives an update on his portfolio and how Martin Currie approaches ESG.

Zehrid Osmani, Portfolio Manager of Martin Currie Global Portfolio Trust, gives an update on earnings in Q1, his portfolio, focusing on earnings risk, and investment process.

Andrew Ness, Templeton Emerging Markets, and Ross Teverson, Jupiter Emerging & Frontier Income, share their outlook for emerging markets.

Ross Teverson, Jupiter Emerging & Frontier Income, and Andrew Ness, Templeton Emerging Markets, explain how ESG considerations affect their investment decisions.

Andrew Ness, Templeton Emerging Markets, and Ross Teverson, Jupiter Emerging & Frontier Income, reveal which emerging markets sectors and countries they like best.

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.

Jon Henry, product specialist, gives an update on The Monks Investment Trust PLC and how the portfolio is positioned in the current climate.