What are the big issues that equity investors are talking about? To help decipher the trends driving stocks, companies and markets, listen to our monthly podcast with Dev Chakrabarti, Chief Investment Officer - Concentrated Global Growth. In each episode, Dev and the team take stock of the markets based on their experiences managing portfolios and meeting with companies, and provide insight on portfolio positioning in light of macroeconomic trends and corporate earnings news.
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What are the big issues that equity investors are talking about? To help decipher the trends driving stocks, companies and markets, listen to our monthly podcast with Dev Chakrabarti, Chief Investment Officer - Concentrated Global Growth. In each episode, Dev and the team take stock of the markets based on their experiences managing portfolios and meeting with companies, and provide insight on portfolio positioning in light of macroeconomic trends and corporate earnings news.
A Top-Down View of Policy Change for Stock Pickers - 12 March 2025
Global Equity Market and Investment Podcast
14 minutes 17 seconds
8 months ago
A Top-Down View of Policy Change for Stock Pickers - 12 March 2025
Global Equity Market and Investment Podcast
What are the big issues that equity investors are talking about? To help decipher the trends driving stocks, companies and markets, listen to our monthly podcast with Dev Chakrabarti, Chief Investment Officer - Concentrated Global Growth. In each episode, Dev and the team take stock of the markets based on their experiences managing portfolios and meeting with companies, and provide insight on portfolio positioning in light of macroeconomic trends and corporate earnings news.
