Matthew Page
Portfolio Manager | Global
Responsibilities
Matthew is co-Portfolio Manager on the Guinness Global Equity Income strategy and the Guinness Global Innovators strategy.
Background
Matthew joined Guinness Global Investors in 2005 as an analyst on the Global Innovators strategy. In 2010, alongside Ian Mortimer, he developed the philosophy and process of the Global Equity Income strategy and launched it in December 2010. Prior to joining Guinness, he was an analyst at Goldman Sachs.
Matthew is a CFA charterholder and graduated from the University of Oxford with a Master's degree in Physics.
Latest Insights by Matthew
Equity Income
Rising S&P 500 concentration was rational - but mega-cap earnings dominance is now fading
By Dr Ian Mortimer & 6 others
July 6, 2026 | 12 min read
Global Equity Income
2026 Outlook - Global Equities
By Matthew Page
January 23, 2026 | 3:05
Growth
Are we in an AI bubble?
By Dr Ian Mortimer and Matthew Page
November 17, 2025 | 11 min read
Growth
Is there a rising concentration risk in the S&P 500?
By Dr Ian Mortimer and Matthew Page
October 2, 2025 | 8 min read
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