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EP 45: Global equities: Finding sustainable competitive advantages - Intermede

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Manage episode 317317869 series 2498101
内容由Netwealth Investments Limited提供。所有播客内容(包括剧集、图形和播客描述)均由 Netwealth Investments Limited 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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.

  continue reading

63集单集

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Manage episode 317317869 series 2498101
内容由Netwealth Investments Limited提供。所有播客内容(包括剧集、图形和播客描述)均由 Netwealth Investments Limited 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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.

  continue reading

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