In this latest edition of our virtual portfolio briefings, Steven Chiavarone, Head of our Multi-Asset Group, delves into macroeconomic trends shaping the US market.
The discussion continues with the US SMID investment team (Mark Sherlock, Lead Portfolio Manager; Henry Biddle, Co-Portfolio Manager and Charlotte Daughtrey, Equity Investment Specialist) who assess the impact of the election on their portfolio and what the new president’s economic policy could mean for SMID investing.
Video transcript
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