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.
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