Price Discovery: The Active Equity Webinar

UK equities or global? Is one better than the other or are they just different? Two leading active equity fund managers, Alex Savvides and Robert Lancastle, offer insight on where they take risk and where they expect to find value.

The stunning potential of artificial intelligence has upended markets, setting off a powerful – but narrow – rally in equities. Ben Leyland, senior fund manager, JOHCM Global Opportunities, talks through what investors need to know.

How should investors protect themselves against recession while positioning for recovery?

Tech is back in favour, led by surging interest in generative AI. But while the focus of attention is on the US mega-caps, there hidden opportunities in the UK, often on compelling valuations.

Do investors need to look for alternatives to China... and if they do, where are they?

Where are investors capturing the fastest growth phases of future market leaders?

Falling rates should trigger a UK rally – will you go for yield or for high-growth technology?

Trillions of new spending is being poured into renewal and expansion of critical physical infrastructure. Investors need to be ready to pick the best opportunities.

From GLP-1 to individualised gene therapies, healthcare is back in the story. But in a fast-moving and differentiated market, selection is everything.

A new narrative is building around change and opportunity in Europe, the story of a re-energised, forward-looking economy – where’s the value, where’s the growth?

What will the future of UK PLC look like in the wake of regime-change? Clive Beagles and Tom Matthews look at how political change is likely to impact the economy, and how investors in UK equities need to be positioned.

The Asia of a decade ago is gone, remade by geopolitical alignments, deglobalisation, the great AI retooling boom, a weaker dollar and the insurgence of smaller markets. What is the new Asia going to look like?

Following an era-defining election, where should equity investors go for the best opportunities?

What are the prospects for the UK when the state is once again becoming an active player in the economy?