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

EPISODE · Jan 12, 2022 · 29 MIN

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

from The Portfolio Construction Podcast

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

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This episode is 29 minutes long.

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This episode was published on January 12, 2022.

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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...

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