Tag: Video

Today, stocks exposed to true structural growth trends are trading three standard deviations more expensive than the market. Air travel is one such growth area and engine technology is a key enabler of this growth because it drives efficiency and therefore feeds into the affordability of air travel. .

Owning US equities vs other global markets has been a highly profitable position for the past 18 months. Jacob Mitchell from Antipodes believes that trade tariffs have been a catalyst for unsustainable levels of inventory build in the US and that disappointing economic data in 2019 could be a catalyst for a significant sell-off.

One of the most popular sectors globally for investors has been US technology stocks. Software as a Service (SaaS) firms have been trading on multiples of sales, not earnings, as investors factor in exponential growth rates into the future.

Senior Investment Analyst, Chris Connelly, hosts a webinar to discuss the value opportunity that General Electric represents.

https://www.youtube.com/watch?v=QsHT7Lh62vA

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