In this episode of Lincoln’s Investment Podcast, Portfolio Manager Louisa Carruthers and CIO Fred Hervey discuss the current key themes running through portfolios. They explore opportunities in small-cap equities, the shifting dynamics in Emerging Markets, and the outlook for Europe and Japan. The conversation also covers fixed income positioning, the impact of higher-for-longer interest rates, and our views on commodities and gold as diversifiers in the current market environment.
Lincoln Podcast – February 2025
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