Global Equities Masterclass | October 2019

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  • 47 mins 33 secs

Global equities have had a good ten-year run, perhaps the longest in history. But, are we going to see an end to the bull run soon? In this global equities Masterclass, a panel of experts also look at if healthcare has been a safe haven and if Disney+ can rival Netflix for streaming dominance. Sharing their thoughts in this Masterclass, we have:

  • Lucy Macdonald, Portfolio Manager for The Brunner Investment Trust, Allianz Global Investors
  • Ilan Chaitowitz, Co-Fund Manager, Nomura Global High Conviction Fund, Nomura Asset Management
  • Laurence Taylor, Portfolio Specialist, Global and Japan, T. Rowe Price

Learning outcomes:

  1. What’s driving the bull run in the equity market?
  2. Which stocks to pick in the value vs growth debate
  3. The attraction of health care sector in the current economic environment