• How do macro themes drive equity markets?

  • Jul 23 2024
  • Length: 29 mins
  • Podcast

How do macro themes drive equity markets?

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  • Summary

  • We frequently discuss globalisation, political volatility, geo-political competition, and technological change on this podcast. But how can investors play these trends? Paul Diggle talks to Blair Couper and Jamie Mills-O’Brien, equity fund managers at abrdn, about thematic investing.
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