Global Equities – What Could Market Leadership in the Next Cycle Look Like?
Tuesday, October 4, 2022, 11:45 AM - 12:20 PM

We are living through a pivotal time marked by geopolitical realignment, the end of benign inflation and a 40-year period of declining interest rates. It is likely that new equity market leadership will form over the next cycle but it does not mean ‘growth investing’ is dead. Instead, equity markets could be less one-dimensional with a greater breadth of market leadership compared to the last cycle. Furthermore, corporate earnings will likely be a bigger driver of equity markets going forwards – a welcome return to fundamentals.