Joseph Davis

Joseph Davis, Vanguard's Global head of Investment Strategy and economist, dives into megatrends that influence investment strategies, particularly the clash of AI and U.S. government deficits. He discusses how to 'government-proof' your portfolio and explores why political affiliations shouldn't dictate investment choices, as seen in ETF performances. The conversation also sheds light on sectors benefitting from government spending, such as digitalization and infrastructure, while emphasizing the need for diversification amidst economic uncertainties.