What's keeping stock markets high & is a crash likely with Seb Mullins

Podcast: Equity Mates Investing Podcast · Equity Mates Media

Opublikowano: 2026-10-29

Inflation won't budge, interest rates are staying higher for longer, AI spending is reshaping global markets, and Australia's share market is looking increasingly expensive. So where are the opportunities for investors? Bryce & Ren are joined by Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders Australia and Portfolio Manager of the Schroder Real Return Active ETF (ASX: GROW), to make sense of it all. From the Iran conflict and oil prices to the trillion-dollar AI investment boom, Seb explains why volatility is creating winners and losers across shares, bonds and credit. In this episode: <...