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In this episode, we welcome Peter Oppenheimer from Goldman Sachs, to discuss the challenging investment landscape.
He starts with an overview of economic growth before unpicking the inflation debate, reviewing rates and the emergence of opportunities in fixed income, before discussing equity markets.
He explains why active equity management is back, why value versus growth discussions are too simplified and the likely character of this bear market.
Finally Peter discusses the commodity supercycle, localisation of production and to quote Ian Dury, “reasons to be cheerful” in the medium term!
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