The type of stocks to buy to avoid the market carnage скачать в хорошем качестве

The type of stocks to buy to avoid the market carnage

As John Tobin, managing director and portfolio manager at Epoch Funds Management, puts it, “2022 was something of an inflection point”. Fellow portfolio manager, Kera Van Valen adds that it is this almost universal hiking of rates that will continue to feed volatility in markets: Despite the expectations of volatility, both Van Valen and Tobin are confident that they have the strategy to not only survive but thrive in such an environment. In this edition of Expert Insights, Livewire explores this line of thinking with Tobin and Van Valen, as well as the major themes they are debating right now, and what types of opportunities they are likely to pursue over the next 12 months.