Simon Hamilton, Managing Director and Portfolio Manager, discusses how the outlook for corporate earnings, corporate balance sheets and consumer spending are still heathy and likely a greater source of market stability than generally recognized. He notes that, based on historical norms, it would not be surprising nor damaging over the longer term if the current market consolidation morphs into a correction. He talks about the rationale for DAR as a new WIG portfolio holding and comments on the quarterly results from UPS and AMZN.
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