Insights for professional investors
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Insights for professional investors
Financial markets in the US had seen volatility for most of 2022, and fears of a recession are lingering in 2023. What can investors expect for US equities this year? Two international investment experts share their insights about the US market and their investment solutions.
Note: The following information is for institutional and professional investors from Austria, Germany and Switzerland.
Mary Jane McQuillen discusses the investment strategy view on the state of the U.S. economy and overall macro outlook. She also describes her team’s investment approach for which sector-specific sustainability factors are imperative in fundamental analysis and stock selection for long-term performance. Topical areas which she covers included climate, biodiversity, human rights & labor, diversity and good governance practices.
The regime that existed for the last 5-7 years has fundamentally changed and will not return for some time. Polar Capital believes that this different investing environment brings opportunities, especially for value conscious investors who can select stocks from across the market-cap spectrum.
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