Conversations on… Global equities

While companies around the world cut, suspend or defer dividends, Newton’s head of equity income Ilga Haubelt remains confident about investing for the long term. Shamik joins Ilga for a discussion on dividend cuts and how this affects the future outlook for income.

Thanks partly to the impact of globalisation over the past two decades, emerging markets have accounted for an ever larger share of the world’s GDP. In today’s podcast, Shamik joins Insight fund manager Colm McDonagh to learn whether Covid-19 has derailed this multi-decade growth story. Could there be trouble ahead for the world’s up-and-coming economies?

Shamik joins with Walter Scott investment director Roy Leckie to discuss all things global equities as they ponder whether we’re headed towards further global stock market resilience or a downward spiral.

In this podcast, Shamik meets with Newton Real Return team member Suzanne Hutchins to get her take on the central bank response to the Covid-19 crisis and how investors can best navigate towards a post-pandemic world.