A consensus is growing that says US equities are overvalued, but Daniel’s presentation at the event made a case for investing in specific US small and mid-caps.
In the video, he explains what sectors and themes he likes and gives an example of a mid-cap that has the potential to grow into a large cap.
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China’s post-pandemic growth gathers pace
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Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
Part of the Mark Allen Group.
