In this week’s episode of IFA Talk, Jenny and Sue are diving into the world of US investing—at a time when markets feel more jittery than ever.
With recent volatility shaking investor confidence and big headlines dominating the financial news, it’s never been more important for advisers to help clients keep calm and stay focused. That’s why we have two brilliant guests from Ninety One’s Quality investment team: Paul Vincent and Will Nott in the hot seats, talking to Jenny and Sue in the hours before Trump announced his ‘liberation day’ tariffs which have subsequently caused such mayhem. Together, they unpack what’s really going on beneath the headlines and how investors might navigate these turbulent times with a bit more clarity.
From macro market drivers to the role of the mega caps, and from the influence of AI to the potential in overlooked corners of the US market, Paul and Will offer valuable insight grounded in research and experience. It’s a wide-ranging chat that cuts through the noise—and gives advisers something meaningful to bring to their next client conversation.
So, whether you’re after perspective on US equities, curious about concentration risk, or just wondering where the opportunities are hiding, this episode’s got it all.
Listen on Spotify, Apple Podcasts and Amazon Music.
Paul Vincent
Paul is a portfolio manager in Ninety One’s Quality investment team, based in London. He is co-portfolio manager of the American Franchise strategy and portfolio manager of the Global Franchise strategy. In addition, he is responsible for managing the research process for all of the Quality team’s global strategies, as well as global equity idea generation and research. Paul joined the Quality investment team in 2013. Prior to this, he was a Senior Manager in Ninety One’s Investment Operations team. Paul graduated from the University of Surrey in 2010 with a first-class Bachelor of Science (Hons) degree in Business Management. Paul is also a CFA® Charterholder and holds the Investment Administration Qualification (IAQ) and Investment Management Certificate (IMC).
Will Nott
Will is a portfolio manager in Ninety One’s Quality investment team, based in London. He is co-portfolio manager of the American Franchise Strategy. In addition, he is responsible for global equity idea generation and research. Prior to joining the firm, William worked at Allianz Global Investors as a pan-European equity analyst. William graduated from the University of Cambridge with a Bachelor of Arts (Hons) degree in Economics. He holds the Certificate in ESG Investing and is a CFA® Charterholder.
