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Video

05.07.23

Robust outperformance with equal-weighted portfolios

As indices become more concentrated, consider why creating an equally weighted portfolio can deliver more consistent outperformance.

Video

28.07.22

How understanding economic cycles can help predict equity returns

ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 1: Mike Bell, CFA, Executive Director, Global Market Strategist, J.P. Morgan Asset Management outlines how economic cycles work, the drivers of these cycles, and how understanding them can help you more accurately predict equity returns.

Video

28.07.22

How economic data can help predict index level earnings

ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 2: Ed Smith, CFA, Co-Chief Investment Officer, Rathbones Group PLC outlines the correlation between earnings and economics, and how historical data presents a pathway to predicting earnings more precisely.

Video

28.07.22

How understanding the economic cycle can help predict bond returns

ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 3: Sejuty Chowdhury, CFA, Investment Strategist, M&G Plc draws attention to how the economic cycle affects the bond market, and why economic instability can be just as impactful on this relatively stable asset class.

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