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.
Eastspring landing page
Ninety One: Finding opportunities in times of change
Who’s afraid of higher interest rates?
How can a sustainable approach also ensure you don’t compromise performance?
China bonds: plugging the yield gap
Don’t get left behind in fixed income
The year of living dangerously for income investors
Exciting opportunities in AI & Robotics outside of traditional tech
Healthcare’s innovation shifts into high gear
Step up your portfolio by doubling down on sectors set for long-term growth
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
Part of the Mark Allen Group.
