Relative Return: The prisoner’s dilemma of financial markets
In this episode of Relative Return, host James Mitchell catches up with Hari Balkrishna, portfolio manager at T. Rowe Price, to discuss his journey from investment banking with Goldman Sachs to running a Global Impact Equity fund in London.
Listen as they unpack:
- The difference between ESG, sustainability and impact investing
- The underappreciated alpha potential of certain stocks
- Why Nvidia is not in his fund
- Why Intuit is in his fund
- How global supply chains are returning to normal
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