Investment themes in today's global markets

Geopolitical tensions are creating uncertainty in markets globally. In this episode of Ideas Exchange Catriona Burns, Lead Portfolio Manager at WAM Global, presents an outlook for global equities and explains how external pressures are affecting different regions or sectors, the investment themes that are evolving, and the opportunities she sees for growth in today’s economic context. Join Catriona and Rory as they review the current state of market, US elections, interest rates, geopolitics and the impact those have on WAM Global's key investment themes. Through successful case studies they illustrate how trends such as digital enterprise, electronic marketplaces, innovative health, and critical assets have become dominant forces in the global economy.