#12 Brendan Mulhern - Bridging the Void Between Purist Stock-Picking and Macro Economics
Newton IM is one of Bank of New York Mellon's eight investment firms, cumulatively the 7th largest asset manager in the world with $1.9 trillion assets under management. Today we were lucky to be joined by Newton's Global Strategist & Economist, Brendan Mulhern, a fulcrum of the institution's top-down macroeconomic thinking.
Where are we at in this market cycle? Why has stock market performance diverged so significantly from global economic trends? And do emerging markets provide better value than developed right now? Brendan reveals all.
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter