How do macro themes drive equity markets?

The latest episode of our Macro Bytes podcast on thematic investing

Authors

Paul Diggle

Chief Economist

Jamie Mills O'Brien

Investments Manager

Blair Couper

Investment Director, Global Equities

Duration: 28 Mins

Date: 02 Aug 2024

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.

Transcript

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