Episode 29: Headwinds in the Global Equity Markets


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Mar 25 2024 24 mins  

Hosted by Emily Barlow (Perpetual Private), joined by Rowan Stewart (Aequitas) and Ben Drury (Baillie Gifford)

  • Are equities overvalued and should investors be repositioning their portfolios?
  • Does Growth face headwinds in a higher for longer interest rate environment?
  • Is the magnificent 7 a bubble that’s about to burst?