

Stocks to Watch: The Outlook for Growth Stocks
Aug 14, 2023
Blair Boyer, co-head of large-cap growth equity team at Jennison, talks about the outlook for growth stocks, retail earnings, potential market risks, top stocks like Tesla and Amazon, potential deal between Cleveland Cliffs and US Steel, challenges faced by small cap value stocks, weight loss drugs impact on food sales, consolidation in the luxury goods industry, and the influence of the Chinese economy on US growth stocks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Analysing Stock Performance and Retail Earnings
02:19 • 18min
Potential Risks in the Market and Promising Stocks
20:35 • 5min
Potential Deal Between Cleveland Cliffs and US Steel
25:43 • 3min
Small Cap Struggles and Trimming Stock Positions
28:26 • 7min
Weight Loss Drugs, Food Sales, and Consolidation in the Luxury Goods Industry
35:12 • 3min
The Impact of the Chinese Economy on US Growth Stocks
37:43 • 2min