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Beyond Markets

Business:Investing

The Week in Markets: Growth scarcity

2024-05-27

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In this week’s episode, Bhaskar Laxminarayan, CIO Asia at Julius Baer, highlights our current view of markets, the “growth scarcity” in equity markets, and why investors need to look beyond the established large cap or Magnificent Seven at quality mid-cap growth names.

Please also listen to our previously published episode “Global Quality Mid-Caps – Expand Your Opportunity Set”, where we discuss this theme in greater detail.

Apple Podcasts: https://podcasts.apple.com/us/podcast/global-quality-mid-caps-expand-your-opportunity-set/id1552236298?i=1000655859858
Spotify: https://open.spotify.com/episode/2tgyHhQIv85zcc710dV2rP