MASECO - 'In Conversation With'
Attempting to 'make the arcane more approachable', the MASECO 'In Conversation With' series explores recent events in markets – reflecting on some of the thoughts and questions we regularly get asked by MASECO clients. Bringing our expert insight to the fore, each episode endeavours to makes sense of this singular period, as seen through the lens of the global investment landscape.
MASECO - 'In Conversation With'
‘In Conversation With': Market Update
In this episode, Chief Investment Officer Damian Barry and Senior Wealth Manager George King provide a nuanced analysis of the evolving global economic landscape and its implications for investors. From geopolitical developments in Ukraine to shifts in US trade policy under Trump, they explore the broader macroeconomic forces shaping markets today.
With ongoing speculation around the risk of a recession, they examine how market sentiment has evolved, why historical perspective is key, and how inflationary pressures continue to influence global economies. They also break down the shifting performance of US equities, including the "Magnificent 7", which rode the AI boom but have since seen a decline. What does this mean for investors, and how does passive investing fare in an increasingly concentrated market?
Damian and George also reflect on the resilience of European markets and the growing role of smaller and mid-sized companies in shaping the next phase of economic growth. With trade and security dynamics shifting, the importance of diversification has never been greater.
Tune in for a thoughtful and timely discussion on navigating volatility, maintaining a balanced investment approach, and the strategic insights guiding MASECO’s portfolio positioning.
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