Relative Return: The prisoner’s dilemma of financial markets

Podcast/Relative-Return/

25 May 2023
| By James Mitchell |
image
image image
expand image

In this episode of Relative Return, host James Mitchell catches up with Hari Balkrishna, portfolio manager at T. Rowe Price, to discuss his journey from investment banking with Goldman Sachs to running a Global Impact Equity fund in London.

Listen as they unpack:

  • The difference between ESG, sustainability and impact investing
  • The underappreciated alpha potential of certain stocks
  • Why Nvidia is not in his fund
  • Why Intuit is in his fund
  • How global supply chains are returning to normal

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks ago

TOP PERFORMING FUNDS