In the Money with Amber Kanwar Don’t Count Out U.S. Stocks, But Here’s Why You Should Look Beyond
U.S. stocks have been underperforming since Donald Trump was sworn in as President in January but James Cook, Portfolio Manager at Matco says he’s not ready to give up on American equities just yet. Still, the global fund manager also thinks there’s opportunity outside of the U.S., specifically in markets like Japan - where Warren Buffet is doubling down- and Europe- where defense spending is on the rise. He shares where he’s finding growth at a reasonable price, the best ways to get started with global equities, and reveals the top 3 stocks he’s buying right now. Don't miss this global investment outlook!
Timestamps
00:00: Show intro
02:00: U.S. stocks are underperforming, what should investors do?
6:00: The pain is in tech stocks, is it time to buy on the dip?
7:40: Germany is turning on the taps, is it a tailwind for European stocks?
9:00: James explains his investment process and portfolio
10:20: In the Money Mailbag: Warren Buffett’s Berkshire Hathaway is investing even more in Japan. Does James like the region?
16:00: Will European stocks continue to outperform and what equities does James like right now?
22:15: The Hang Seng is on a run but James is underweight China. Find out why?
26:15: Would James buy the dip on Meta?
29:20: Is Mattel a buy?
32:45: Is it time to buy CSX?
36:19: Would James buy United Health at these levels?
39:30: James’s Pro Picks
46:00: Coming up & goodbye
Sponsors
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For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information
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The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
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