Fidelity International’s Maroun Younes on the drivers of equity market behaviour

Podcast: Global Investment Institute · Australia’s leading provider of conferences for capital allocators.

Opublikowano: 2026-10-22

Maroun Younes, Portfolio Manager, Fidelity International | Maroun discusses the forces driving equity market behaviour and shares his views on the sustainability of current market dynamics. He explains where he sees the biggest disconnects today between business fundamentals and market expectations, how he separates genuine tech disruption from market overextrapolation and how he thinks about what constitutes a “moat” across industries, in an AI disrupted world. Listen to the full interview where we ask Maroun: - What do you think is driving equity market behaviour and how sustainable is it? - How do you dist...