Join us for an insightful discussion with a panel of experts covering UK, global, and emerging markets. Fund selector Jake Moeller poses pertinent questions, unraveling strategies and market insights. From UK equities' resilience to India's evolving growth story, the dialogue navigates investment opportunities amidst global shifts and challenges.
Fund Selector:
Jake Moeller, Associate Director – Responsible Investment, Square Mile Research
Speakers:
- Obe Ejikeme, Fund Manager, Analyst, Global Equities Compound Fund, Carmignac
- Edward Booth, Chelverton UK Equity Growth fund, Chelverton Asset Management
- Fiona Manning, Fund Manager, Premier Miton Emerging Markets Sustainable Fund
Learning Outcomes:
- 2024 and a year of reshuffling investment opportunities, driven by elections and geopolitical tensions
- The lagged impact of rates on markets and the changing monetary picture.
- Is it a more selective environment for stock selection?