Maroun Younes
From the desk of James Abela & Maroun Younes
As the world began to focus on recovery as the Covid-19 crisis fades, we are now faced with increased geopolitical risk. Macro settings are still in place for rising interest rates and greater valuation discipline across most asset classes while financial conditions still remain quite generous in the context of history.
2022 Outlook: Global equities
We expect global mid-cap equities to generate sustainable and healthy returns, with investors paying more attention to fundamentals versus the momentum-driven recent past. In 2022, we will consider the risks posed by inflation and continue to seek strong industry structures, capable management teams with capital discipline, and clear valuation-driven opportunities.
Fidelity x EquityMates: The search for generational businesses
Enjoy podcasts? Then do we have one for you. Listen in as James and Maroun reveal to the guys at EquityMates the most exciting investment in their life, and why disruption and innovation are fundamental to finding the elusive 100 baggers.
The benefits of global mid and small cap investing
With around 1000 companies in the MSCI World Mid Cap Index, and almost 4000 companies in the investible universe the opportunities are vast. This can be daunting for investors however it’s the size and diversity that makes mid to small-cap equity investing at the global level so attractive.
Podcast: Investing in the global leaders of tomorrow
Co Portfolio Managers James Abela and Maroun Younes joined Netwealth's Portfolio Construction podcast to explore the factors driving performance in the global small and mid-cap sector and its future outlook. Discover the opportunities outside of Australia and why more investors should consider a global small and mid cap strategy.
2020/21 Year in review: Global
The perfect recipe for a strong recovery?
2021: The outlook for small to mid-caps
