Asset TV

UK equities might not top the league tables, or headline the latest AI boom, but that’s precisely why they present an intriguing value proposition. Sue Noffke, manager of the Schroder Income Growth Fund, breaks down why UK-listed companies are generating solid total returns and how international revenue exposure blunts local macro and political worries. Chapters 00:29 Why buy UK Equities 14:40 Threats and Risks to the UK Market 18:36 Dividend Prospects and Revenue Reserve Management

June 18, 2026 | 12m 11s Learning: Unstructured Tags Companies

Rathbones Investment Management

Emma Bird sits down with expert portfolio manager Julian Bishop to challenge conventional passive indexing, breaking down why today's highly concentrated tech benchmarks create unprecedented absolute risk and explaining how an active, balanced approach can better shield client capital. Chapters 01:35 Active vs Passive Investing and Market Concentration 10:01 AI Exposure and Analysis of Tech Investments 16:19 Portfolios Responding to AI Disruption Risks

Are global equity markets riskier – or richer with opportunity – than they appear on the surface? Experts from Morningstar, M&G and Aviva Investors peel back the layers: from AI’s outsized impact on tech to overlooked opportunities in value, income, and regions outside the US. Discover the real effects of mega IPOs, capital supply trends, and the dilemma of concentration risk.

Rathbones Investment Management

June 15, 2026 | 24m 40s Learning: Unstructured Tags Companies

Global investing is evolving fast, and those stuck in regional silos risk missing tomorrow’s top performers. Richard Clode, co-manager of the Bankers Investment Trust, shares why a more harmonised, high-conviction portfolio built around powerful global themes, not just geography, is unlocking new alpha and dependable income. From AI-driven inflection points and de-globalisation to industrial automation, Clode explains how to spot winners (and avoid losers) in a rapidly shifting landscape.

HarbourVest Global Private Equity (“HVPE”) is a listed investment company that provides investors with access to private company investments. We invest exclusively in funds managed by HarbourVest Partners (“HarbourVest”), an independent and global private markets asset manager with over 43 years of experience. Launched in December 2007 on the Euronext Amsterdam, today HVPE is listed on the Main Market of the London Stock Exchange (tickers: £ HVPE | $ HVPD).

Learn why increasing numbers of shoppers and stores are turning to Affirm’s buy now, pay later service as an alternative to credit cards. Co-founder and chief executive Max Levchin reveals the technology that underpins his company’s promise of no late charges and no hidden fees. And he explains how AI-powered shopping agents could supercharge the business. Capital at risk.