Quarterly Podcast: Rational discipline and long-term opportunity amid market highs
About this episode
The episode discusses market highs, portfolio performance, and long-term investment opportunities amidst valuation concerns.
Markets have climbed steadily to new highs, led once again by technology and momentum stocks. In this podcast, we look at how our portfolios performed in comparison and why we continue to avoid areas where valuations look stretched. We then discuss the risk of irrational exuberance in markets, how we are protecting portfolios and where we still see long-term opportunity.
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