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Martin Currie Global Portfolio Trust – 2019 Outlook
Portfolio manager Zehrid Osmani discuses what’s on his radar for 2019.
Scottish Mortgage Stock Stories: Spotify
Tom Slater shares his enthusiasm for Spotify, a subscription streaming business that has grown to be a global product under the guidance of its founder CEO Daniel Ek.
Scottish Mortgage Stock Stories: Shopify
Shopify helps companies looking to sell their goods online. It is regarded by Amazon as a partner and, as Tom Slater explains, with a growing number of companies looking to have an online presence, it has a massive potential opportunity.
Scottish Mortgage Stock Stories: Ant Financial
Ant Financial is a private online payments business that started life as part of the Chinese e-commerce giant Alibaba. Tom Slater explains what attracted him to take a holding in ANT for Scottish Mortgage.
What’s most important for your investment company in 2019?
Simon Edelsten – Mid Wynd International, Jean Roche – Schroder UK Mid Cap and Peter Spiller – Capital Gearing, explain why ignoring political noise and trade wars being resolved will be key to their success in 2019.
How is your portfolio positioned?
Peter Spiller – Capital Gearing, explains why he is looking to inflation-linked investments to protect his portfolio from threats.
How are you approaching Brexit?
Jean Roche – Schroder UK Mid Cap, discusses how online disruption and overseas earnings are helping to protect her UK portfolio from Brexit uncertainty.
What are the key causes for concern in 2019?
Simon Edelsten – Mid Wynd International, Jean Roche – Schroder UK Mid Cap and Peter Spiller – Capital Gearing, explain why global debt levels and trade wars are major threats in 2019.
Which regions and sectors will be the winners and losers in 2019?
Simon Edelsten – Mid Wynd International, explains why automation presents both an opportunity and a threat.
What are the key reasons for optimism in 2019?
Simon Edelsten – Mid Wynd International, Jean Roche – Schroder UK Mid Cap and Peter Spiller – Capital Gearing, discuss why low inflation and healthy consumer spending are reasons why investors could be optimistic about 2019.
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