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Monthly global equities outlook

James Clarke, Senior Fund Manager, presents the latest update from our global equities team.Global equity markets have had a strong start to 2019. There are two key drivers for this:

1.Global discount rates have been falling
2.Corporate cash flows haven’t been as bad as expected

We continue to focus on finding the best ideas across the corporate life cycle. By remaining diversified, we can focus our long-term portfolio performance and stock selection without taking on any short-term macro theme or factor risk.
Recorded May 10 2019 2 mins
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Presented by
James Clarke
Presentation preview: Monthly global equities outlook

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Royal London Asset Management
Experts in: Fixed Income, Property, Equity, Cash and Sustainable Investing

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  • Title: Monthly global equities outlook
  • Live at: May 10 2019 1:45 pm
  • Presented by: James Clarke
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