Matthew Page

Portfolio Manager | Global

Responsibilities

Matthew is co-Portfolio Manager on the Guinness Global Equity Income strategy and the Guinness Global Innovators strategy.

Guinness Global Equity Income Guinness Global Innovators

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

6. Juli 2026 | 12 min read

Global Equity Income

2026 Outlook - Global Equities

By Matthew Page

23. Januar 2026 | 3:05

Growth

Are we in an AI bubble?

By Dr Ian Mortimer and Matthew Page

17. November 2025 | 11 min read

Growth

Is there a rising concentration risk in the S&P 500?

By Dr Ian Mortimer and Matthew Page

2. Oktober 2025 | 8 min read

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