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EP 45: Global equities: Finding sustainable competitive advantages - Intermede
Manage episode 317317869 series 2498101
Contenido proporcionado por Netwealth Investments Limited. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Netwealth Investments Limited o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode, Paul is joined by Chris Smith, Portfolio Manager at Intermede Investment Partners, to discuss some of the opportunities and challenges facing global equity markets. With markets being at all-time highs, Paul and Chris address rising inflation concerns, geopolitical risks, emerging markets, ESG, and the importance of finding companies with a demonstrated sustainable competitive advantage.
66 episodios
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Manage episode 317317869 series 2498101
Contenido proporcionado por Netwealth Investments Limited. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Netwealth Investments Limited o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode, Paul is joined by Chris Smith, Portfolio Manager at Intermede Investment Partners, to discuss some of the opportunities and challenges facing global equity markets. With markets being at all-time highs, Paul and Chris address rising inflation concerns, geopolitical risks, emerging markets, ESG, and the importance of finding companies with a demonstrated sustainable competitive advantage.
66 episodios
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