Global Equity Market and Investment Briefing - 7 September 2022
Mark Phelps— CIO Concentrated Global Growth
About this talk
Equity markets have pulled back in the last two weeks as investors became more anxious about risks facing the US economy and Russia’s squeeze of European energy supply. In this video, Mark Phelps - CIO Concentrated Global Growth - says that despite market pressures, these tough conditions have not yet proved disastrous for many companies. In recent meetings with companies, Mark has been seeking to identify solid underlying growth drivers, and to uncover those with excessive cost pressure that could threaten margins.