Quarterly Podcast: Focusing on the fundamentals as global markets surge

The mid-point of the year is a good time to take stock of what has been an eventful few months. Global stock markets have enjoyed double-digit returns since January, but there are concerns that market performance is being driven by just a handful of companies. In this podcast, CEO Helen Watson, is joined by Kevin Gardiner, Global Investment Strategist, and Hugo Capel Cure, Co-Head of Portfolio Management, to review the year so far.

We also assess the outlook for the rest of 2024, as interest rates look likely to remain higher for longer, and take a closer look at some of our portfolio companies.