AIM September Quarter Webinar
In this Webinar, the AIM investment team looks at what drove performance over the September quarter, discusses key earnings results, and how the Fund is positioned for the remainder of the year. The formal presentation is followed by Q&A.
0:44 Performance review
3:46 Top 10 holdings
4:46 Portfolio characteristics
7:49 Nike review
20:21 ICON review
24:49 Earnings results review
33:15 Why will interest rates remain low for the foreseeable future?
36:55 Why is the US market so strong while the economy is struggling?
37:50 What's the view on Netflix after the last quarterly?
44:50 Why did you sell out of Apple?
47:30 View on US tech regulation?