Watch Stephen Anness and Andrew Hall, managers of the Invesco Perpetual Global Opportunities Fund, reflect on their first five years of stewardship. They discuss the contrarian investment philosophy set out in 2013 and how this has contributed to stock selection during their tenure so far.
Oil consumption is currently 95 million barrels per day (mb/d), an increase of 11% since 2008, despite the anaemic economic recovery following the financial crisis.
As an investor in a global stock market such as the UK’s FTSE All-Share Index, I am acutely interested in the various aspects of the macroeconomic environment.
A few weeks ago NetEase, a top ten holding across the portfolios managed by the Asian equities team, launched Minecraft in China. Minecraft is a very popular game worldwide that was created by a company called Mojang a few years ago. Mojang was bought by Microsoft in 2014.