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The Portfolio Construction Podcast

Jun 1, 2023

In this episode, Paul O'Connor, Netwealth's Head of Investment Management, interviews Don Huber, Senior Vice President, and Portfolio Manager at Franklin Templeton. Given the recent volatility in equity markets, Don provides his views, with an emphasis on growth stocks. He unpacks the impact of inflation on growth stock valuations and identifies potential opportunities for long-term investors. He provides examples of exciting companies with unique qualities and highlights what sets them apart and explains characteristics of the growth companies they invest in and why.