A DISCUSSION WITH OUR PORTFOLIO MANAGERS
Contrarian Strategies for a Hype-Driven Market
During a conversation with portfolio managers Kevin O’Brien, CFA, Steve Labbe, CFA, and Jay Kish, CFA, CPA, these three experts shared their observations on several hot-button issues, including:
- Opportunities for active managers in light of a narrow, AI-driven market rally
- The state of the U.S. banking sector after a challenging 1st half of 2023
- Attractive pockets of opportunity in less-followed sectors of the equity market
- Why the market looks to have dismissed a possible recession scenario
To hear our insights on these important topics, we invite you to watch the recorded conversation. Fill out the form to the right to access the recording.