Global Growth Equities Update with Bo Knudsen
Bo Knudsen, Portfolio Manager for the C WorldWide Global Equity Trust once again shares his views on Global Growth Equities. In our latest video, we hear Bo discuss the ongoing trade war's impact on global markets, potential opportunities in technology stocks and risks for equity investors at this time.
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Watch our latest video by Lars Wincentsen, Portfolio Manager at C WorldWide Asset Management discussing the following topics below:
- The reason why Facebook shares recently fell after reporting weaker revenue growth, are technology shares showing signs of being overvalued?
- What are technology platforms and what will be their next wave of market disruption?
- How will existing consumer brands be able to survive in a digital world?
- With the recent market events, how is C WorldWide positioning their portfolio?
David Winborne, Co Portfolio Manager at Impax Asset Management who sub-manages the BNP Paribas Environmental Equity Trust will soon be visiting both Sydney and Melbourne as part of his Australian roadshow. Prior to his visit, we asked him for a quick overview of how software and data collection are improving the efficiency of environmental markets.
Watch the video now