On this week’s edition of IFA Talk, we invited back a guest from one of our most popular podcasts of 2023, Jordan Sriharan, fund manager at Canada Life.
Jordan’s previous conversation on the IFA Talk podcast about theory vs reality in investment management went down really well with our audience, and he touched on that again during the discussions on opportunities and challenges for long-term investments.
He speaks specifically about how resilient the consumer and the corporate entities have been in 2023 and how the challenges they may have faced in theory, have not all become a reality.
Whilst Jordan is still of the view that there will be a recession in 2024, he talks about how he and the team have started to think about the possibilities that could be available in the event a recession never materialises, so that they don’t miss out on any potential upside.
Throughout, he highlights the need for patience and a balanced view over the long term rather than the bold moves that other fund managers favour. Especially in light of the global economic and geopolitical factors currently in play and the desynchronised economic cycles around the world.
We finish things off by talking a little about Jordan’s insights into the opportunities he sees for mid-cap investments throughout 2024. Some truly valuable thoughts and well-delivered explanations laid out in straightforward terms mean this is one you don’t want to miss.
Check out the conversation here…
Click here to listen on Apple Podcasts
Click here to listen on Spotify
If you didn’t happen to catch Jordan’s last podcast in 2023 then you can tune in after this one by clicking here!
