BFM Podcast

Look For National Champions + Small Caps

Tan KW
Publish date: Tue, 24 Jul 2018, 10:40 AM

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management

24-Jul-18 09:52

Top world finance chiefs recently warned that trade tensions are threatening global growth. With risks to the world economy increased, Joe says investors should look at national champions and small caps that are immune to trade tensions. He is underweight on European multinationals. We also talk about US corporate earnings and FANG stocks. What earnings trends should investors watch out?

 

Presented by: Sharaad Kuttan, Joyce Goh

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