Investing in cloud computing, pharmaceuticals and financials, June 2022

Neil Robson, manager of Threadneedle Global Extended Alpha, explains the fund's 130/30 structure, the benefits of shorting a company and how ESG plays a factor in the fund's process. Neil tells us why the financial sector is interesting from a short position point of view and goes into more detail on two long holdings: Microsoft and pharmaceutical company Novo Nordisk. For more information visit

Published on 29/06/2022 11:16am