Sherlock talks about the US equity sectors where he believes there is opportunity; the possibility of an all-asset US market crash; and why volatility is at a 23-year low.
Video: Hermes on US equities
Mark Sherlock, lead portfolio manager, US SMID, Hermes Investment Management, answers three questions about US equities.
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FSA SPY
The FSA Spy market buzz – 22 February 2025
GMO excludes China; Diversity is rushing to the exit; What is a boutique? Pictet is thinking about families; Sands Capital likes software; JP Morgan’s tech spend; Defense VCs spending and much more.
