Watch our latest episode of Portfolio Perspectives, where Tom Santa-Olalla and Harveer Mata discuss the scramble for capital – from the massive AI capital expenditure boom, to government spending, and historic market listings.
While this can create opportunity for active investors, we must also maintain our discipline in distinguishing genuine long-term investment opportunities from value traps. With interest rates trending higher after years near historic lows, and the cost of capital rising, the questions get tougher – are the companies you want to invest in generating strong cash flow? Are governments going to be able to maintain fiscal credibility? And are the returns on investment justifying the risk?
Be sure to watch the full video.
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