Webcast: February 2020
Jonas Palmqvist discusses the global equity outlook for 2020.
Disney – Ten million just the beginning
Lachlan MacGregor writes about Disney and its recently launched streaming service Disney+
Safran – earnings leadership as secular tailwinds deliver
Nikki Thomas shares her insights on Safran, a world leader in production and maintenance of aeronautical engines and equipment.
Investing in earnings leadership to futureproof a portfolio
Jonas Palmqvist explains what risk means to a portfolio and how to futureproof a portfolio.
How Target has put the consumer first and rewarded shareholders
Nikki Thomas explains how Target has transformed its strategy to evolve with consumers’ changing need for speed.
2 global stocks with investor upside
Jonas Palmqvist discusses two of his top stock picks with Morningstar.
Change is in the air for global stocks
Jonas Palmqvist shares his outlook for global stocks and earnings in this video with Morningstar.
We agree with Donald Trump…
Lachlan MacGregor explains how the Global Equity Fund is investing in the growth of 5G technology and why we agree with Donald Trump
Netflix has a 13 year head start – can Disney still succeed?
Lachlan MacGregor discusses if Disney can succeed after starting so far behind with streaming
