global value

• Global Factors: The essential nutrients of portfolios

  Jason Ye (S&P Dow Jones Indices) and Chad Hitzeman (Global X) explore the complexities and opportunities of global factor investing, including ‘Growth at a Reasonable Price’ equity strategies (GARP)

   

• Going for gold

  Jason Petras (Resonant Asset Management), Clive Maguchu (State Street Investment Management) and Marissa Salim (World Gold Council) discuss how investors can incorporate gold in a portfolio to improve its risk-return profile 

• Have we seen the end of globalisation? - IMAP Independent Thought

  A war in Ukraine, rising tensions over China, and political events worldwide have caused a sharp jump in risk levels for financial markets. Jonathon Costello (Western Asset), Chris Carrodus (Evidentia), David Berthon-Jones (Aequitas), Matthew Swieconek (Findex), and Brett Sanders (Philo Capital Advisers) discuss these rising risks when constructing portfolios.

   

• IMAP's Independent Thought - Podcast Series for Advisers about Managed Accounts, Investments, practical applications.
• International equities: Do they remain a key driver of returns?

  Can global equities continue to outperform, & which countries and sectors provide attractive opportunities for investors? Monik Kotecha (Insync Funds Management), Rob Makdissi (Akambo), Ashley Owen (Owen Analytics), and Dominic McCormick (Investment Consultant) take a deep dive into this asset class.

• Investment - Opportunities in global markets

  For investors looking for growth opportunities offshore, June-Yon Kim (Lazard Asset Management) and Justin Lannen (Maple-Brown Abbott) recommend they look outside the Magnificent Seven and other well known names.