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EP 54: Navigating volatility: Insights on equity markets and growth stocks - Franklin Templeton

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Konten disediakan oleh Netwealth Investments Limited. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Netwealth Investments Limited atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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.

  continue reading

68 episode

Artwork
iconBagikan
 
Manage episode 364874565 series 2498101
Konten disediakan oleh Netwealth Investments Limited. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Netwealth Investments Limited atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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.

  continue reading

68 episode

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