HOT TOPIC Global Investing - the real new normal?

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Presented by

Mark Preskett, Morningstar, David Dudding, Columbia Threadneedle, Stephen Yiu, Blue Whale Capital

About this talk

While it was once country and region-specific ideas that held sway as the first consideration for professional investors, today it is just as likely they will use one-stop shop global equity funds for major market exposure. But with such a wide variety of ways of running money and selecting from a vast equity universe, what questions do you need to ask when selecting a global fund? Should thematic investing play a part, and how does a fund manager prioritise between growth and value plays? With so much to consider, make sure you join host Mark Preskett CFA, Portfolio Manager, Morningstar as he debates the options for Equity Allocation with David Dudding, Senior Portfolio Manager, Columbia Threadneedle and Stephen Yiu CFA, Chief Investment Officer, Lead Fund Manager, Blue Whale Capital. Is regional or country specific asset allocation a thing of the past? How do you define your investment universe, and how do you keep on top of it? Where are the natural biases for global fund managers, and how can you differentiate yourself? Is global investing solely about large-cap or mega-cap stocks? How many stocks do you hold, and what is the optimum number for outperformance? Join the debate and have your say

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