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The stocks the top UK equity manager ditched in 2022
Manage episode 354257189 series 1973369
Content provided by Citywire: The Wealth Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Citywire: The Wealth Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Martin Walker, Invesco's head of UK equities, was the top performer in the Citywire Equity - UK (All Companies) category last year. Performance was driven by Walker's top holding's in Shell and BP within his UK Opportunities fund, but his sell discipline also drove performance.
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207 episoade
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Manage episode 354257189 series 1973369
Content provided by Citywire: The Wealth Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Citywire: The Wealth Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Martin Walker, Invesco's head of UK equities, was the top performer in the Citywire Equity - UK (All Companies) category last year. Performance was driven by Walker's top holding's in Shell and BP within his UK Opportunities fund, but his sell discipline also drove performance.
…
continue reading
207 episoade
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Similar cu The Wealth Show
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Ever wondered what makes great go-to-market leaders grow, even when the going gets tough? We have, too. And we’re on a mission to uncover the magic that makes that growth happen. This is Go-to-Market Magic, the show where we talk to go-to-market leaders and visionaries about the “aha!” moments they experience and the pivotal decisions they’ve made, all in the name of growth. And we’re not just talking about revenue growth that goes up and to the right — we’ll also discuss how they improve th ...
…
continue reading
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…
continue reading
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…
continue reading
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…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
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continue reading
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…
continue reading
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