Jacob Mitchell and Alison Savas discuss the performance of global equities in Q2 2021 and the opportunities and risks ahead.

0.40: Examining growth outperformance in Q2 and the rotation in market leadership 

5.45: How the market rotation can gather momentum in the remainder of 2021 and beyond 

9.55: Is the premium being paid for US equities sustainable? 

13:45: The key risks for equity investors today 

19:50: Portfolio positioning (stocks discussed: ING, Airbus, Microsoft, Facebook, Tencent, Oracle). 

24:50: Investing in China and the Asia region against a backdrop of regulatory and geopolitical concerns