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Podcast: Portfolio resilience despite volatile markets
Head of Global Long-Term Unconstrained, Zehrid Osmani, on the key factors that have underpinned returns and exciting structural opportunities.
- Date published
- 20 Aug 2020
- Tag
- Covid-19
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Podcast: Sustainable investing through the crisis
In his latest podcast, Zehrid Osmani outlines why sustainability and Environmental, Social and Governance (ESG) issues remain vitally important.
- Date published
- 4 Jun 2020
- Tag
- Covid-19
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Podcast: Q1 earnings season wrap-up – maintaining our conviction
Zehrid Osmani summarises the recent earnings season, reveals his Q2 forecasts, and explains how he maintains conviction in current markets.
- Date published
- 21 May 2020
- Tag
- Covid-19
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Podcast: Interrogating the earnings outlook
Zehrid Osmani’s latest podcast focuses on the scale of current earnings revisions and explains his playbook for assessing these risks in a long-term investment case.
- Date published
- 7 May 2020
- Tag
- Covid-19
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Podcast: Anatomy of the market recovery
In his latest podcast, Zehrid Osmani, dissects the equity market rebound, asks if it is sustainable or a bear market rally, and what the shape of the longer-term recovery will be.
- Date published
- 21 Apr 2020
- Tag
- Covid-19
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Podcast: The bull/bear battle
Zehrid Osmani provides his view on current markets, potential opportunities in a post-pandemic world, and a summary of the in-depth research process.
- Date published
- 9 Apr 2020
- Tag
- Covid-19
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Podcast: The opportunities offered by the market pull-back
Zehrid Osmani, Head of Long-Term Unconstrained, offers you his opinion on current opportunities.
- Date published
- 27 Mar 2020
- Tag
- Covid-19
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Citywire interview - Coronavirus
In his first Citywire video interview, Osmani compares his high quality growth style with star fund managers Nick Train and Terry Smith.
- Date published
- 18 Feb 2020
- Tag
- Covid-19