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The menu of opportunities in the global equities markets right now is huge. It's just not in the three sectors, the US tech, the US communications and the US consumer discretionary that everybody loves. We argue that when looking at the United States, there's only two certainties out there right now. The Fed's going to be tightening for longer and probably go higher than people think. Number two, the profits are going to decelerate. That's the cornerstone of how our portfolios are structured right now.
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AI-powered
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Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode