Housebuilders, US Tech, and UK Equity Tactics with Marc Kimsey

The UK Investor Magazine was thrilled to be joined by Marc Kimsey, Head of Equities at Frederick and Oliver, for a comprehensive look at tactical positioning in global stocks.

Marc takes a tactical approach to markets and individual equities and we discuss how positioning has evolved since our last Podcast.

We discuss the main macro drivers of stocks currently before moving onto sectors and individual stocks.

Marc explains his views on UK housebuilders and why the end of this year may bring opportunities.

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