How do macro themes drive equity markets? - podcast episode cover

How do macro themes drive equity markets?

Jul 23, 202429 min
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Episode description

We frequently discuss globalisation, political volatility, geo-political competition, and technological change on this podcast. But how can investors play these trends? Paul Diggle talks to Blair Couper and Jamie Mills-O’Brien, equity fund managers at abrdn, about thematic investing.

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