Quick thinking from active minds
Quick thinking from active minds
The latest event in our “Value of Active Minds” virtual events series is now available for catch-up viewing, as we start our stopwatches and give three fund managers just 8 minutes each to update you on their area of expertise.
Mark Heslop explains how to recognise great European growth companies, Jason Pidcock looks beyond the pandemic to a post-Covid world in Asian equity income, while Brinton Johns from NZS outlines why ‘Resilience’ and ‘Optionality’ are crucial characteristics for portfolios navigating the increasing pace of change throughout the global economy.
Latest Insights
Australia: The world’s most attractive developed market?
Australia: The world’s most attractive developed market?
Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
Read time- 5 min.
20.03.2024
Asia Pacific equities: Enablers of the AI revolution
Asia Pacific equities: Enablers of the AI revolution
Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.
Read time- 6 min.
18.03.2024
Webcast: Big returns in Europe’s smaller companies?
Webcast: Big returns in Europe’s smaller companies?
Listen to Mark Heslop, Phil Macartney discuss with Caroline Cantor why European smaller company equities are often underappreciated by the market and how they can be a source of excellent long-term returns.
13.03.2024
European equities spotlight: Carel
European equities spotlight: Carel
Jupiter’s European equities team discusses the quality growth characteristics of the Italian manufacturer Carel, one of the holdings in the team’s smaller companies strategy.
Read time- 7 min.
25.01.2024