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Innhold levert av Momentum Media. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Momentum Media eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Relative Return: Looking beyond the Magnificent Seven

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Manage episode 408028452 series 2774996
Innhold levert av Momentum Media. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Momentum Media eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, host Laura Dew speaks with Christopher Chen, senior investment director, Asia-Pacific at American Century Investments, about global small caps, technology stocks, and why ESG is not a political statement.

Listen as they discuss:

  • The performance of global small caps.
  • The emergence of “exciting” valuation discount.
  • How he approaches stock selection.
  • The small cap tech stocks that could benefit from the AI boom.
  • Catalysts provided by M&A and IPO activities.

Chen will be one of the speakers at Momentum Media’s upcoming Australian Wealth Management Summit, which will be held in Sydney on Wednesday, 8 May.

Click here to get your tickets to the event.

  continue reading

207 episoder

Artwork
iconDel
 
Manage episode 408028452 series 2774996
Innhold levert av Momentum Media. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Momentum Media eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, host Laura Dew speaks with Christopher Chen, senior investment director, Asia-Pacific at American Century Investments, about global small caps, technology stocks, and why ESG is not a political statement.

Listen as they discuss:

  • The performance of global small caps.
  • The emergence of “exciting” valuation discount.
  • How he approaches stock selection.
  • The small cap tech stocks that could benefit from the AI boom.
  • Catalysts provided by M&A and IPO activities.

Chen will be one of the speakers at Momentum Media’s upcoming Australian Wealth Management Summit, which will be held in Sydney on Wednesday, 8 May.

Click here to get your tickets to the event.

  continue reading

207 episoder

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