Brown presented at the recent FSA Long Term Investing Forums on “Why discipline today is important”.
In the video, he discusses the firm’s global equity income strategy. Opportunity can be found in very specific technology stocks, he believes. He is also avoiding certain stocks and says there is one big risk to the firm’s investment thesis this year.
Appetite for thematic investments grows amid rates and inflation concerns
The year of living dangerously for income investors
Tech WELLcovered | Work reimagined
Step up your portfolio by doubling down on sectors set for long-term growth
Riding the wave of alternative income amongst HNWIs in APAC
Despite headwinds, ESG continues to perform
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
Conditions in the high yield market
An investment opportunity for the coming decades: the environment
Who’s afraid of higher interest rates?
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
Part of the Mark Allen Group.
