In this autumn edition, Craig Baker, Global Chief Investment Officer at Willis Towers Watson, discusses the impossibility of predicting business cycles. We also hear from Jennifer Hill where she explores the importance of investing globally and adopting a global benchmark. Plus, we look at how the Alliance Trust portfolio performed over the last quarter and which stocks have been bought and sold.
As part of our continuing series, we also shine a spotlight on two equity managers: George Fraise from Sustainable Growth Advisers and Rajiv Jain from GQG Partners. Not only will they be sharing their views on the market, but they’ll also be discussing their unique investment strategies.
We hope you enjoy this latest edition of our quarterly newsletter and find it valuable.Read now