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Sector Coverage
October 2024
Important Information:
This webinar contains information specifically intended for institutional clients, asset consultants, advisers, platforms and researchers, who are professional investors and wholesale clients (as defined in the Corporations Act 2001).
I confirm that I am a professional or wholesale investor as defined by the Corporations Act 2001 and wish to proceed.
Watch Bell Asset Management’s Chief Investment Officer, Ned Bell, alongside global equities specialists, Patrik Sjöblom, Matt Saddington and Johnson Weng, as they discuss the Global SMID Cap Equities themes and outlook for 2025, how these are shaping their portfolio positioning, as well as the key takeaways and opportunities across sectors gained from recent global research trips.
Panel discussions include:
Global equities market review and key themes that played out in 2024 – positioning the portfolio for exposure to companies with earnings acceleration. 00:25
Research trip summaries – key takeaways and opportunities from recent research visits to the US and Europe 2:22
Global SMID Cap Equity companies and sector highlights 6:48
Macro perspectives – the U.S. presidential election, subsequent tax policies, tariffs and interest rate cutting cycle implications for global SMID companies 8:16
IT and Communications – Bell Asset Management’s high conviction opportunities and sector review 12:07
2025 outlook and portfolio positioning 14:57
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For Wholesale & Professional Investors only
Recorded 2 October 2024
Watch Bell Asset Management’s Chief Investment Officer, Ned Bell, alongside global equities specialists, Patrik Sjöblom, Matt Saddington and Johnson Weng, as they discuss the Global SMID Cap Equities themes and outlook for 2025, how these are shaping their portfolio positioning, as well as the key takeaways and opportunities across sectors gained from recent global research trips.
Panel discussions include:
Global equities market review and key themes that played out in 2024 – positioning the portfolio for exposure to companies with earnings acceleration. 00:25
Research trip summaries – key takeaways and opportunities from recent research visits to the US and Europe 2:22
Global SMID Cap Equity companies and sector highlights 6:48
Macro perspectives – the U.S. presidential election, subsequent tax policies, tariffs and interest rate cutting cycle implications for global SMID companies 8:16
IT and Communications – Bell Asset Management’s high conviction opportunities and sector review 12:07
2025 outlook and portfolio positioning 14:57
----
For Wholesale & Professional Investors only
Recorded 2 October 2024
