Relative Return: Looking beyond the Magnificent Seven
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.
AUTHOR
Laura Dew
Recommended for you
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, discuss a whirlwind start to US President Donald Trump’s second term that all but kicked off a trade war.
The emergence of DeepSeek, a Chinese artificial intelligence (AI) start-up that claims to have built an advanced large language model in just two months for under US$6 million, sent shockwaves through the AI world and cratered US tech stocks.
Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clean energy efforts.
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP chief economist Shane Oliver to take a look at what can be learned from 2024 as attention turns to what markets will do in the new year.
