Eloise Goulder

speaker

129 appearances 3 recordings 1 series first heard May 2026 last heard 28 Jul

Eloise Goulder’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 2.

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Making Sense · Momentum vs. fundamentals in the AI trade: Insights from BlackRock · 28 Jul 2026 podcast

Are more trend or momentum exposed.

So, Helen, how do you navigate investing in the knowledge of all of those market participants too?

But Helen, how do you really think about the retail investor?

Because we know that collectively the retail investor is a very significant force in volumes globally, particularly in the US and in many pockets of Asia.

And yet we know that they're also a very heterogeneous group.

You have the younger cohort, but you also have the older high net worth type cohort.

You have the buying the dip mentality and the shorter term.

Mentality, but you also have the much longer-term investing mentality.

You have those that focus on social media and meme stocks, and those that probably don't.

And you certainly have many retail investors who focus on longer-term structural themes, potentially very similar to many institutional investors.

So, Helen, how do you think about this group and investing alongside this group?

And your point that if you can truly compound value accretive growth over multiple years, you do as a company have potential to invest and pivot into the areas that have greatest potential.

And so if your holding period is long enough, you as an investor can be exposed to those very companies.

That is 100% correct.

So, Helen, before we close, you have an expanded remit.

You're now CIO for fundamental equities across Asia as well as Europe.

And the Asia region has had a phenomenal run over the last year.

So what are your observations on the similarities and the differences in investment approach across both those regions?

Thank you, Helen, for such a thought-provoking discussion on a very topical theme.

What is the appropriate price to pay for high growth, high returnal capital companies?

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