Speakers:
Thomas Salopek, Head of Global Cross Asset Strategy
Eduardo Lecubarri, Head of SMidCap Strategy
We maintain a cautious stance with a deteriorating macro backdrop and margin pressure which challenge the rich consensus sell-side earnings estimates. Despite our bearish view, we can find SMidCap opportunities at the stock level, focusing on names which are under-valued, where pricing power and margins are more supportive.
This podcast was recorded on Sep. 13, 2023.
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