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

An episode of the The Portfolio Construction Podcast podcast, hosted by Netwealth Investments Limited, titled "EP 45: Global equities: Finding sustainable competitive advantages - Intermede" was published on January 12, 2022 and runs 29 minutes.

January 12, 2022 ·29m · The Portfolio Construction Podcast

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Episode Description

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.

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