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 Insider, host Keith Ford and AMP economist My Bui explore Prime Minister Anthony Albanese’s trip to the US and the critical minerals deal stemming from his meeting with President Donald Trump.
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the latest unemployment numbers and what they mean for a rate cut, as well as how the latest flare-up in the ongoing US–China trade dispute has highlighted the remaining disparity between gold and bitcoin.
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver take a look at the unfolding impacts and potential economic ramifications of the US government shutdown and the surge in gold and bitcoin prices.
In the latest episode of Relative Return Insider, host Keith Ford and AMP chief economist, Dr Shane Oliver, discuss this week’s RBA interest rate decision, a potential government shutdown in the US, and a new property scheme aimed at first home buyers.
