Simon Hamilton, Managing Director and Portfolio Manager, discusses how earnings resilience is still a key reason to not dismiss the case for a new bull market. He also highlights how poor market breadth and profit recessions do not automatically lead to bad stock markets. The interplay between hopes for a "soft landing" and a still hawkish Fed will continue to influence trading. He suggests the overall market is not as expensive as the headlines indicate and that REITs, in particular, could be a value area to consider. VICI and FRT are two names to keep in mind.
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