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Our views 23 November 2021

Asset TV – Global Equities Masterclass – November 2021

46 minutes

There's a lot going on in the macro universe from inflation, disrupted supply chains and the ongoing climate crisis, so how will this affect global portfolio investors? 

On the panel:

  • Peter Rutter, Head of Equities, Royal London Asset Management
  • Anjli Shah, Investment Director, abrdn
  • Raj Shant, Managing Director, Jennison Associates (part of PGIM)

Learning outcomes:

  1. How to assess the relative and absolute valuation on global equities
  2. The potential of small and mid caps to become global leaders
  3. Why some investment managers are pulling out of Chinese equities

Click on the image below to launch the Masterclass. 

Image of a video still; click to launch the video

Recorded: 23 November 2021
Duration: 46 minutes

The views expressed are those of the speaker at the date of the event unless otherwise indicated, which are subject to change, and is not investment advice.