Episode 20
Value traps vs opportunities: small caps, REITS and the question of currency management
Talking Capital · Capital Generation Partners
November 23, 202339m 22s
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Show Notes
In this episode, Ian and Robert discuss:
- The "magnificent seven": why is there such a stark diversion between these stocks and small cap equities?
- Currency risk: how are we managing currencies in client portfolios?
- REITS: opportunity or value trap?