Simon Hamilton, Managing Director and Portfolio Manager, discusses the importance of not directly conflating an economic outlook with a stock market opinion. However, he also notes that some forecasts for recession have become more tempered recently and how there is a solid case for a more benign slowdown. He notes how there exist potential macroeconomic, valuation, market positioning and asset flow catalysts for a potential leadership shift from Growth to Value Stocks. He also highlights some recent news from AVGO, MMM, AAPL and STZ.
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