Go offline with the Player FM app!
The Week in Markets: Growth scarcity
Manage episode 420482883 series 2908036
In this week’s episode, Bhaskar Laxminarayan, CIO Asia at Julius Baer, highlights our current view of markets, the “growth scarcity” in equity markets, and why investors need to look beyond the established large cap or Magnificent Seven at quality mid-cap growth names.
Please also listen to our previously published episode “Global Quality Mid-Caps – Expand Your Opportunity Set”, where we discuss this theme in greater detail.
263 episodes
Manage episode 420482883 series 2908036
In this week’s episode, Bhaskar Laxminarayan, CIO Asia at Julius Baer, highlights our current view of markets, the “growth scarcity” in equity markets, and why investors need to look beyond the established large cap or Magnificent Seven at quality mid-cap growth names.
Please also listen to our previously published episode “Global Quality Mid-Caps – Expand Your Opportunity Set”, where we discuss this theme in greater detail.
263 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.