November 27, 2024 • 34 mins
How do investors digest and make sense of geopolitics and the role big players like the US, China and other super-powers have in markets? How wary should we be of the current world politics and their effect on markets?
In this episode James Holt, Head Investment Specialist at Perpetual, shares his views on these topics and discusses sectors that are doing well at the moment.
Join James and Jacinta as they review the US election, global equities, interest rates and Perpetual's investment thesis.
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