Episode 29: Headwinds in the Global Equity Markets
IMAP Podcast Series - Independent Thought
Chapters
1:34
Let's start by looking backwards at 2023
5:33
Do high interest rates, lower growth environment provide better conditions for value investing?
7:25
Looking at growth equities on a really long term view
8:44
Risks and opportunities
9:47
Are the magnificent 7 or magnificent 4 really an opportunity to invest?
10:47
What's keeping you &some of your clients awake at night?
14:19
What's to like in terms of sectors and geographies?
16:33
Thinking about Scarcity and Industrials !
20:12
ESG and values based investing
23:05
The drumbeats of change of progress are beating
IMAP Podcast Series - Independent Thought
Episode 29: Headwinds in the Global Equity Markets
Mar 26, 2024
Episode 29
IMAP
Hosted by Emily Barlow (Perpetual Private), joined by Rowan Stewart (Aequitas) and Ben Drury (Baillie Gifford)
- Are equities overvalued and should investors be repositioning their portfolios?
- Does Growth face headwinds in a higher for longer interest rate environment?
- Is the magnificent 7 a bubble that’s about to burst?
