Featured in Antipodes: A period of transition for global equities (Interview with Ian Harnett)
- Absolute Strategy
- Oct 1, 2025
- 1 min read
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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