In today’s episode, Portfolio Manager Dan Dupont provides an overview of how navigating the current market landscape and offers insight into various global trends and sectors. Dan discusses investment opportunities in China, where large-cap stocks are severely undervalued. With minimal downside risk, these investments rebounded faster than expected, and Dan’s patience has paid off as he’s been able to capture quick gains once the market corrected. Dan also discusses challenges in the U.S. market. He touches on the difficulties of finding attractive investments in a space characterized by high valuations and inflated margins. This has driven him to focus on global opportunities and more defensive sectors, where strong balance sheets offer stability in uncertain times.

Recorded on October 1st , 2024.

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