How should investors position their portfolios for the long term? Find out here from top notch fund manager Stephen Yiu of Blue Whale, including:
Outlook for equites. Start
Where the S&P500 could be heading. 02:10
Microsoft. 03:20
ASML & Lam Research. 12:05
Nvidia. 16:15
Mastercard & Visa. 21:30
Dexcom 25:55
Sartorius. 30:15
Canadian National Railway & Union Pacific Corporation. 33:30
How might a strong dollar impact US reshoring? 38:30
Intuit. 40:30
Atlassian. 42:45
Adobe. 47:55
Future investment opportunities. 51:45
Vox Markets Fund Manager Series - Stephen Yiu of Blue Whale
Oct 11, 2022Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.