Bloomberg Talks

Ancora Advisors Managing Director David Sowerby Talks Predictions For The New year

11 snips
Dec 26, 2024
David Sowerby, Managing Director at Ancora Advisors, shares his insights on market predictions and investment strategies for 2025. He discusses the resilience of U.S. companies and the promising opportunities within small and mid-cap stocks. Sowerby highlights the influence of the Federal Reserve on stock valuations, as well as the growing importance of private credit in today's economic landscape. He emphasizes the need for effective investment strategies focusing on companies generating free cash flow, amidst the challenges of inflation and market risks.
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ADVICE

Bet on US Companies

  • Never underestimate US companies' ability to deliver value.
  • Bet on them, especially when facing higher interest rates or questionable fiscal policy.
INSIGHT

Broaden Investments

  • Broaden your investments beyond mega-cap stocks.
  • Consider small-cap and value stocks, which have shown potential for outperformance.
ADVICE

Small-Cap Opportunities

  • Explore spinoffs and under-followed companies for small-cap opportunities.
  • Consider companies like National Cinemedia (NCMI) as an example.
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