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The best sector opportunities in 2025
Manage episode 453577713 series 1288112
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.
Portfolio Managers Josh Cummings and John Jordan explain why even as the outlook for earnings growth is strong for 2025, uncertainty around government policy, as well as the evolution of AI and rate moves, argue for a bottom-up approach to investing.
20 episodes
Manage episode 453577713 series 1288112
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.
Portfolio Managers Josh Cummings and John Jordan explain why even as the outlook for earnings growth is strong for 2025, uncertainty around government policy, as well as the evolution of AI and rate moves, argue for a bottom-up approach to investing.
20 episodes
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