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!...Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter