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Investing Beyond the Cycle: Equity Opportunities in a Slower Growth World

October 16, 2025 | Equities, Public Markets

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Harald Karlsson

Associate Portfolio Manager, Fiera Atlas Global Companies Team

At the same time, the trading framework that drove globalisation for decades is under strain. Supply chains are shifting, developed economies are grappling with higher import costs and export-led emerging markets face reduced demand and limited room for policy manoeuvre.

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Investing Beyond the Cycle: Equity Opportunities in a Slower Growth World

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