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Quick thinking from active minds
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28.04.2021

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.

Mark Heslop
Mark Heslop

Fund Manager, European Growth

Learn more about the author
Jason Pidcock
Jason Pidcock

Fund Manager and Head of Strategy, Asian Income

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Brinton Johns
Brinton Johns

Investor, NZS

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Latest Insights

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Mark Heslop, Fund Manager, European Growth, explains why pricing power is so important for companies today, and provides a brief introduction to the fund.
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The infinite potential of digitalisation

Mark Heslop and Phil Macartney discuss the issues around digitalisation -- the opportunities and challenges, and potential benefits for consumers, companies and investors.
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Notes from the Investment Floor: Why boring isn’t bad in bond markets

Harry Richards examines how bond markets have reacted to increased interest rate expectations and explains why ‘boring’ isn’t bad in bond markets.
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Notes from the Investment Floor: Winter is coming for the UK economy

Richard Buxton appraises the prospects for the global and UK economies, as a variety of challenges present a tough environment for economic growth.
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Read time - 6 min.
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09.12.2021
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