The big question: Andrew Wellington and Brian Kersmanc

Interview with Lyrical Asset Management's Andrew Wellington and GQG Partners' Brian Kersmanc

FILMED IN APRIL 2023

With markets being driven by the twin forces of inflation and interest rates, is there much of a link between macroeconomic factors and investment returns over the long-run? In our latest manager interview, Brian Kersmanc and Andrew Wellington share their views on the most important drivers of stock returns and to what extent the macro influences their investment decisions.