VideoInsight

Global Income and Growth update: Capex investing, but not as you know it




Graham Campbell, Bettina Edmondston and Alasdair Birch, managers of the Global Income and Growth fund, discuss:

- How things are playing out since their last update.
- What this capex cycle might look like.
- European companies versus their U.S. counterparts.
- Potential opportunities and interest in AI and tech.
- Their biggest surprise since last summer.

In addition, they will also discuss any causes for concern.

 

For more information about the fund and how the fund is positioned, please visit our fund centre below:

WS Saracen Global Income and Growth Fund

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For professional investors only.

This document has been prepared by River Global Investors LLP (“RGI”). RGI is authorised and regulated in the United Kingdom by the Financial Conduct Authority (Firm Reference No. 453087) and is registered in England (Company No. OC317647), with its registered office at 30 Coleman Street, London EC2R 5AL. The value of investments and any income generated may go down as well as up and is not guaranteed. An investor may not get back the amount originally invested. Past performance is not a reliable guide to future results. Changes in exchange rates may have an adverse effect on the value, price or income of investments. This article does not constitute an investment recommendation and should not be used as the basis for any investment decision. Opinions, estimates and projections in this article constitute the current judgement of the author as of the date of this article. Please note that individual securities named in this article may be held by the Portfolio Manager or persons closely associated with them and/or other members of the Investment Team personally for their own accounts. The interests of clients are protected by operation of a conflicts of interest policy and associated systems and controls which prevent personal dealing in situations which would lead to any detriment to a client.