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EP 54: Navigating volatility: Insights on equity markets and growth stocks - Franklin Templeton
Manage episode 364874565 series 2498101
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, Paul O'Connor, Netwealth's Head of Investment Management, interviews Don Huber, Senior Vice President, and Portfolio Manager at Franklin Templeton. Given the recent volatility in equity markets, Don provides his views, with an emphasis on growth stocks. He unpacks the impact of inflation on growth stock valuations and identifies potential opportunities for long-term investors. He provides examples of exciting companies with unique qualities and highlights what sets them apart and explains characteristics of the growth companies they invest in and why.
65 episodes
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Manage episode 364874565 series 2498101
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, Paul O'Connor, Netwealth's Head of Investment Management, interviews Don Huber, Senior Vice President, and Portfolio Manager at Franklin Templeton. Given the recent volatility in equity markets, Don provides his views, with an emphasis on growth stocks. He unpacks the impact of inflation on growth stock valuations and identifies potential opportunities for long-term investors. He provides examples of exciting companies with unique qualities and highlights what sets them apart and explains characteristics of the growth companies they invest in and why.
65 episodes
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Similar to The Portfolio Construction Podcast
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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