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Our views 31 March 2021

Asset TV – Global Equities Masterclass – March 2021

50 minutes

In a decade where quality and growth have been the investment of choice is value making a comeback?

On the panel:

  • Will Kenney, Senior Fund Manager, Global Equity, Royal London Asset Management
  • Gordon Mackay, Portfolio Manager, UK-based Global Equities, Janus Henderson Investors
  • Freddie Lait, CEO, Latitude Investment Management

Learning objectives:

  1. Whether a sustainable switch from growth to value investing might occur in 2021
  2. How global equity managers are valuing growth stocks
  3. What influences fund manager attitudes towards holding non-voting shares

Click on the image below to launch the Masterclass. 

Image of a video still; click to launch the video

Released: 31 March 2021
Duration: 50 minutes

The views expressed are the presenters' own and do not constitute investment advice.