Global Equities Masterclass | March 2021

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  • 50 mins 26 secs

Learning: Structured

In a decade where quality and growth have been the investment of choice is value making a comeback? On the panel to discuss:

  • Gordon Mackay, Portfolio Manager, UK-based Global Equities, Janus Henderson Investors
  • Freddie Lait, CEO, Latitude Investment Management
  • Will Kenney, Senior Fund Manager, Global Equity, Royal London Asset Management

Learning Objectives:

  1. Whether a sustainable switch from growth to value investing might occur in 2021
  2. How global equity managers are valuing growth stocks
  3. What influences fund manager attitudes towards holding non-voting shares
Channel: Masterclass
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