In the latest edition of the Investment IQ podcast series, Devan Kaloo and Abby Glennie discuss the current investment environment for equity managers, given both weakness in equity markets globally and the considerable divergence between and within them.In the latest edition of the Investment IQ podcast series, Devan Kaloo and Abby Glennie discuss the current investment environment for equity managers, given both weakness in equity markets globally and the considerable divergence between and within them.
Topics covered include the value/growth debate, how mid and small caps might cope in this more challenging macro and market environment, ESG, and China and the broader emerging market complex. Quite a mix. As usual, Richard Dunbar is your host. This podcast was recorded in June 2022.
I think that generally speaking, whenever we see economic cycles turning to the worse, quality always proves its worth