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An awesome stock story, and the opportunities outside mega cap tech

Afraid you’ve missed the run in Nvidia? Not sure there’s anything else worth buying right now? In a global market where the top stocks are comprise more of the index than any time in decades, it’s hard to know what comes next.

Maroun Younes of Fidelity’s Global Future Leaders fund joins the podcast to discuss:

  • whether the US, and tech, can continue to dominate global markets
  • which jurisdictions look most attractive right now
  • how to think about rising valuations when concentration is so high, and
  • a medtech company making the world a better place. 

You can access this and previous episodes of the Your Wealth podcast now on iTunesPodbeanSpotify.

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

About the Author
Gemma Dale , nabtrade

Gemma Dale is Director of SMSF and Investor Behaviour at nabtrade. She is the host of the Your Wealth podcast, a fortnightly podcast for investors, featuring insights and updates from markets and finance experts across a range of topics. She provides regular market and finance commentary on ausbiz and in other media including AFR, the Australian, ABC and commercial tv and radio. Gemma was previously the Head of SMSF Solutions for nab, and the Head of Technical Services for MLC, where she led a team of specialists providing advice to advisers and their clients on SMSF, super, tax, social security and aged care.