Growth stocks have come under pressure in recent months, with a number of high-quality, high-growth companies quickly losing up to 30% in price. We asked Tim Hannon, CIO of Newgate Capital to explain the drivers and implications of this move: “We always wonder how you get a great quality company at a good price. It’s normally when you see a capital rotation like this, or some other anomaly in the market that causes a bit of disequilibrium, and that’s up to us to exploit”. In this two-minute video, Tim articulates what has been driving the current rotation, and why it is now time to start looking at some of these high-quality growth companies, including three stocks that he identifies in our discussion. &t=22s
Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.
Very clear....I have not heard this explained so nicely by any other market commentator. Keep them coming! AB
I'll pass that on to Tim for you Andrew. Did you see his other videos? https://www.livewiremarkets.com/wires/33796