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How do macro themes drive equity markets?

How do macro themes drive equity markets?

Update: 2024-07-23

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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.

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How do macro themes drive equity markets?

How do macro themes drive equity markets?

abrdn