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The Pitch

Bob Desmond: We are close to euphoria - here's what that means for investors

Claremont Global's Bob Desmond believes investors should be ready to take advantage of opportunities should a pullback occur.
+1
Ally Selby
Livewire Markets
The Pitch

Bob Desmond: Be cautious of hot themes like AI (and 2 high quality stocks you should look at instead)

Back in September, at Livewire Live 2024, Claremont Global's Bob Desmond argued that we may have reached peak AI - and that investors would do well to be very...
+3
Ally Selby
Livewire Markets
Investment Theme

In a concentrated world, these 2 asset classes can offer uncorrelated returns

Addressing economic challenges Inflation, supply chain disruption and the trend towards on-shoring are all factors that have the potential to frustrate...
+1
Chris Conway
Livewire Markets
401-420 of 3992