GQG - Three Things to Watch For in 2023 - podcast episode cover

GQG - Three Things to Watch For in 2023

Mar 28, 20238 min
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Steve Ford provides a recap of GQG Partners’ 2022 outlook – focusing on China, inflation and valuations. Josh Snyder provides an in-depth discussion on three things that GQG Partners has flagged to look out for in 2023 including inflation, tech earnings and the potential fall of the U.S. dollar as a catalyst for non-U.S. outperformance. (Published March 2023).

For the best experience, listen in Metacast app for iOS or Android