Global Macro Research

How do macro themes drive equity markets?

The latest episode of our Macro Bytes podcast on thematic investing

Author

Paul Diggle

Chief Economist

Contributors

Blair Couper, Jamie Mills O'Brien

Duration: 28 mins

Date: Jul 23, 2024

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.

Transcript

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