There are 11 item(s) tagged with the keyword "Webcast".
Displaying: 1 - 10 of 11
Across the globe, despite a brief comeback, many value stocks and sectors are languishing at historical lows relative to their growth counterparts. Against this backdrop, our value-oriented portfolio managers review the landscape facing investors in the world’s key economies, highlighting the opportunities we’re seeing in mispriced stocks and the potential catalysts for a value revival more broadly.
Tech stocks have continued to perform well in 2024 relative to the broader market, but there has been wide divergence in returns, even among the ‘Magnificent 7’. Fidelity Global Technology portfolio manager Hyun Ho Sohn outlines why tech themes could broaden out beyond recent high profile winners and discusses some of the underappreciated opportunities he sees across the sector.
As inflation rates in most major economies start to converge, will central banks release their grip on interest rates?
UK inflation is stickier than in other developed economies, but the Bank of England must keep a watchful eye on the property markets. In this webcast Richard Buxton gives his views on markets and answers questions from listeners.
With labour markets in many parts of the world remaining tight, talk of disinflation could be premature. In this webcast Mark Nash, Huw Davies and James Novotny discuss the macro backdrop and the outlook for fixed income.
Janus Henderson launched two new Article 9 Sustainable strategies in August 2021: Sustainable Future Technologies and US Sustainable Equity. Join our investment teams as they discuss their two new Sustainable Thematic Equity strategies. In this webcast our dedicated Sustainability Analyst, Kimberley Pavier, also introduced her latest thinking on developments within the field, whilst Hamish Chamberlayne (US Sustainable Equity) and Graeme Clark (Sustainable Future Technologies) discussed their strategies and long term outlooks.
Richard Buxton discusses market volatility, the Fed’s hawkish tilt and what may lie ahead for investors.
Ed Legget, UK equities manager, will give his outlook for the coming year and examine what inflation could mean for the financial health of the UK consumer.
Simon Edelsten explains how the Global Select Fund’s thematic approach should help identify the next decade’s winners – as it did in the last.
Matt Beesley, CIO, examines the traditional economist’s view that extraordinary fiscal and monetary policy have made inflation inevitable. He looks at the differing outlooks of Artemis’ managers on inflation and how they are positioning their portfolios in response.
Displaying: 1 - 10 of 11