In this episode of Market Narratives, Lonsec’s Chief Investment Officer, Lukasz de Pourbaix, tackles a range of controversial topics and their implications for portfolio construction.
Is this the new normal or merely the continuation of what have now become conventional policy responses? Is there wisdom in crowds, or is there persistent overvaluation in popular stocks like the FAANGs? Which parts of the market are beginning to appear attractive and how can you position your portfolio to take advantage of them? Tune in to find out.
Market Narratives is a podcast series produced by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors.