Why global equities are poised for “fat and flat” returns

This podcast episode discusses the recent performance of equity markets and provides insights into what to expect in the future. It emphasizes the challenges posed by concerns about inflation, interest rates, and geopolitical tensions, as well as the impact of rising interest rates and narrow leadership in the US equity market. The episode also explores potential opportunities beyond the narrow leadership of US technology companies and the importance of diversification across regions and industries to navigate market cycles effectively.