Paul Markham - Inside the Mind of a $4bn Equity Manager: COVID-19 & Trump vs. Biden

Today I’m talking to Paul Markham, the lead manager on over $4 billion worth of assets, as one of Newton Investment Management’s most experienced global equity managers. Newton is one of eight investment firms under the Bank of New York Mellon umbrella, cumulatively the 7th largest asset manager in the world, with $2 trillion AUM.

We discuss the industries most affected by the pandemic, and which will have to fundamentally alter their business models hereon in; what Trump or Biden will mean for US stock markets; and where Paul and his team are looking for outperformance, this year, and beyond.

Paul gives us true, unadulterated insight into how an industry heavyweight identifies opportunities and manages billions of dollars on a daily basis – if you trade or invest in equities this isn’t one you want to miss - Hope you enjoy the episode!
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.