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Guinness Funds

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  • Energy markets & energy equities
    Energy markets & energy equities
    Will Riley & Jonathan Waghorn Recorded: Jul 8 2015 40 mins
    The Guinness Global Energy team present an update on energy markets and energy equities. In particular, they will focus on:
    - What's driving the strength in oil demand
    - How US oil supply is reacting to the lower oil price environment
    - The prospects for a recovery in Iranian oil supply
    - The current valuation of energy equities and how the Guinness Global Energy Fund is positioned
  • Guinness Asian Equity Income Fund - introduction
    Guinness Asian Equity Income Fund - introduction
    Edmund Harriss Recorded: Jul 8 2015 28 mins
    Fund manager Edmund Harriss presents:
    - the case for a quality-focused value portfolio in Asia
    - his investment process focusing on companies with persistently high return-on-capital
    - the Fund's performance, its portfolio, and the outlook for Asian equities
  • Signs that shale growth will slow
    Signs that shale growth will slow
    Jonathan Waghorn Recorded: Feb 19 2015 7 mins
    Jonathan Waghorn discusses recent indications that US shale growth is starting to slow.
  • 2015 Outlook for Energy
    2015 Outlook for Energy
    Will Riley & Jonathan Waghorn Recorded: Jan 21 2015 37 mins
    The Guinness Global Energy team will give their thoughts on the prospects for energy and energy equities amid the current weakness in crude oil prices.
  • Quick update on OPEC and oil prices
    Quick update on OPEC and oil prices
    Jonathan Waghorn Recorded: Nov 28 2014 8 mins
    Jonathan Waghorn gives a quick appraisal of OPEC's decision to maintain current production levels and the prospects for oil prices and energy equities.
  • Crude oil prices and energy equities
    Crude oil prices and energy equities
    Will Riley & Jonathan Waghorn Recorded: Oct 20 2014 39 mins
    The Guinness Global Energy team will discuss the recent 20% fall in crude oil prices, the implications for energy markets and the prospects for energy investors.
  • Is Energy at a turning point?
    Is Energy at a turning point?
    Will Riley & Jonathan Waghorn Recorded: May 20 2014 34 mins
    The Guinness Global Energy team will discuss recent energy market trends and address growing optimism in the sector:
    •Energy sector has been on the turn recently.
    •Valuations looks very attractive on a range of metrics.
    •Reasons for years of underperformance have become clear.
    •Global oil inventories are tight and demand has continued to grow.
    We feel increasingly positive about the Energy Sector and look forward to sharing our thoughts with you.
  • 2014 Outlook for Energy
    2014 Outlook for Energy
    Will Riley & Jonathan Waghorn Recorded: Jan 23 2014 35 mins
    The Guinness Global Energy team's review of 2013 and outlook for 2014
  • Global Energy Update
    Global Energy Update
    Tim Guinness & Will Riley Recorded: Sep 25 2013 37 mins
    The Guinness Global Energy team present their views on global energy markets. In particular they will focus on two key issues for energy investors:
    1) The impact on the oil price of unrest in the Middle East and North Africa.
    2) Valuations of energy equities versus key energy metrics.
  • China's Currency Convertibility
    China's Currency Convertibility
    Edmund Harriss Recorded: Jun 27 2013 21 mins
    Guinness Asia fund manager Edmund Harriss on the future international role of the Renminbi.

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