Charlie Bouckaert
speaker
135 appearances
1 recordings
1 series
first heard Jul 2026
last heard 30 Jul
Charlie Bouckaert’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And so I say that to then segue into answering your question, which is, what are we telling people?
Ultimately, these investment themes are enormous, and it's incredibly difficult to predict when market sentiment around those is going to change.
I think it's unquestioned that it will at some point in time, but that could certainly be three more years away.
It could be three weeks away.
I think it's very unlikely, just given the scale of
the investment that's going on and how long it's going to persist.
Our view is it does absolutely make sense to reposition for the magnitude of these secular changes that are happening and investing to do that makes sense.
Obviously, having some discipline around leverage is crucial because at some point the environment will change.
And if you're buying businesses that allow you to fundamentally reposition yourself in the face of these enormous changes,
you should do that.
And you shouldn't necessarily worry about exactly where we are in the cycle.
But you need to do it with a view to the fact that the cycle could change and give yourself the cushion to do that.
So our biggest advice is it still makes sense to be forward leaning.
It makes sense to reposition yourself because five years from now, if you haven't built the strategy that you need from a geography or AI or other growth perspectives, that is ultimately going to put your company in a very tough position.
But you need to have some degree of prudence, especially with a balance sheet.
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