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Oct 10, 2022 24 min

The impending inflection point in global equities

from Montaka's Spotlight Series Hosted by Montaka Global

In this podcast, Andy is joined by Director of Research, Amit Nath, to discuss the macroeconomic drivers of equity markets this year. The year so far has been quite shocking for investors who are probably wondering when the turbulence will end. Given that, we take a step back and look at 5 key charts that provide some perspective on the current environment for investors. They analyze the evidence of a looming inflection point. And they discuss a handful of global stocks that Montaka believes are set to re-rate. #global #equities #bear vs #bull #inflection point #markets #commentary #trend #investors #hope #montaka #global #investments Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

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The impending inflection point in global equities

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This episode was published on October 10, 2022.

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