How do macro themes drive equity markets?

23/07/2024 28 min
How do macro themes drive equity markets?

Listen "How do macro themes drive equity markets?"

Episode Synopsis

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.