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.
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
Nuveen broadens income sources via private capital and real assets
Don’t get left behind in fixed income
Driving decarbonisation: how to access new forms of alpha
Step up your portfolio by doubling down on sectors set for long-term growth
Unmasking the dividend opportunity
Who’s afraid of higher interest rates?
Conditions in the high yield market
Ninety One: Finding opportunities in times of change
Riding the wave of alternative income amongst HNWIs in APAC
Battleshares’ old versus new, Goldman Sachs’ Cassandra warning, Hong Kong property’s negative equity woes, Ninety One’s trillion-dollar question, Contrarian alert from CB, Lists and much more.
Part of the Mark Allen Group.
