Episode 28 – Global Equities with Invesco’s Stephen Anness

In the latest episode of our award-winning podcast series we take the opportunity to discuss the risks and opportunities that present within the global equity universe. In a blended macro and micro conversation, we begin by reviewing the impact of US Trade Policy, European/German Fiscal and recessionary threats on Stephen’s investment strategy. We then flip to a sector and stock specific debate, covering Financials, Healthcare and the Energy sector. And no conversation with Invesco’s Global Equity would be complete without a review of 3i and Broadcom – so we sneak that in there too. A really enjoyable and informative 40 minutes covering a huge amount of ground.This podcast is for UK Professional Investors Only. Capital at Risk.This podcast was recorded on 23rd June 2025.Hosted on Ausha. See ausha.co/privacy-policy for more information.