Featured in Antipodes: A period of transition for global equities (Interview with Ian Harnett)

Podcast Episode: Global Equities at a Crossroads

Guest: Ian Harnett, Co-Founder and Chief Investment Advisor (ASR)

Host: Alison Savas, Antipodes

In this episode, Alison Savas speaks with Ian Harnett from Absolute Strategy Research to explore the key forces shaping global equity markets today — and what may lie ahead as we move toward 2026.

Key discussion points include:

• US Labour Market: Still resilient, but early signs of softening are emerging (1:10)

• Tariffs and Trade Policy: How the current “phony war” could stoke inflation and restrain growth (6:30)

• Market Resilience: Can markets maintain their strength amid tightening conditions? (10:30)

• AI and Market Bubbles: Are we in a new tech bubble, or the early innings of an innovation wave? (12:00)

• Global Valuations: Why Europe, Japan, and emerging markets may offer compelling opportunities (21:00)

• Risks and Surprises for 2026: From the weaponisation of trade to the potential for stronger nominal growth (24:10–25:50)

• Investing Lessons: Ian’s biggest takeaways from decades of market analysis (28:00)

  
  

🎧 Listen further below:

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• Spotify

• YouTube Music