US Large Cap Growth Equity – Performance, positioning and outlook

Presented by

Julian Cook

About this talk

US equity markets have already experienced several twists and turns since the start of the year. Hopes over stimulus packages, vaccines and a sustained economic recovery have seen major indices hit record highs. Those same hopes, however, have caused inflation fears to resurface and led to bouts of market uncertainty, particularly around high growth tech stocks. Please join Julian Cook, portfolio specialist, on 31 March at 10:00am BST / 11:00am CET, as he assesses the current market environment and the implications for US equity investors. Specifically, he’ll discuss the outlook for our US Large Cap Growth Equity Strategy, reviewing recent performance and current positioning.

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