Alison Shimada from Allspring Global Investments speaks to The Inside Network’s Giselle Roux for our IN60 series.
Varun Laijawalla from Ninety One speaks to James Dunn from The Inside Network for our IN60 series.
Alex Lennard from Ruffer speaks to Laurence Parker-Brown from The Inside Network for our IN60 series.
Wenchang Ma from Ninety One speaks to James Dunn from The Inside Network for our IN60 series on top results from bottom up stock picking.
Alison Shimada from Allspring Global Investments goes in-depth with Giselle Roux from The Inside Network on the focus on total shareholder returns differentiates this EM strategy.
Varun Laijawalla from Ninety One goes in-depth with James Dunn from The Inside Network on the emerging markets opportunity.
Alex Lennard from Ruffer goes in-depth with Laurence Parker-Brown from The Inside Network on rethinking portfolio construction amid major regime change in markets.
Karl Dasher from Polen Capital goes in-depth with James Dunn from The Inside Network on the nicely-rational world of credit.
Mahmood Pradhan from Amundi Investment Institute goes in-depth with Laurence Parker-Brown from The Inside Network on whether Central Banks can find a way back to ‘normal monetary policy’.
Wenchang Ma from Ninety One goes in-depth with James Dunn from The Inside Network on growth drivers spurring China’s economy long-term.
Rob Mumford from GAM Investments shares insights with Giselle Roux from The Inside Network on ‘Where do you see the best opportunities in Healthcare?’
Rob Mumford from GAM Investments shares insights with Giselle Roux from The Inside Network on ‘Does a state shareholding inhibit embracing ESG?’
Rob Mumford from GAM Investments shares insights with Giselle Roux from The Inside Network on ‘Who are the leaders and laggards in terms of ESG reporting in EM?
Joseph Morgart from Amundi Asset Management shares insights with James Dunn from The Inside Network on ‘ILS, the only asset class that’s truly uncorrelated to the financial markets’.
