- 01 hr 12 mins 41 secs
Discussing Global Equities as part of the BCIS Global Investment Conference:
- Justin Wells, Jupiter Fund Management
- Simon Skinner, Orbis
- Richard Pitt, BlueAlpha Investment Managers
- Jarrod Cahn, Credo Wealth
Topics for discussion:
- Has policy continued to ‘Trump’ fundamentals in global equities?
- Is value investing dead?
- Active returns though active risk assessment
- Unpacking value in global equity markets