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Despite $15.1 billion in net outflows, GQG Partners maintains a 76% operating margin and shifts portfolio positioning toward technology and semiconductors.
GQG Partners portfolio manager Brian Kersmanc joins Market Domination Overtime host Josh Lipton to outline three sectors that he believes are effectively invincible against the recent market (^DJI, ^GSPC, ^IXIC) disruption caused by fears surrounding the artificial intelligence (AI) trade. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Record-high markets don’t necessarily mean safe investments. Alex Hoy from GQG Partners explains why their ETF avoids the biggest tech names, which companies he sees as truly high-quality, and what investors should know before chasing momentum.
“We’re delighted by Google’s success,” Nvidia said, perhaps passive aggressively.
Key Insights Significant insider control over GQG Partners implies vested interests in company growth The largest...
We recently published Top 10 Trending Stock Ratings and Calls as Tom Lee Says Latest Selloff is a Buying Opportunity. Oracle Corporation (NYSE:ORCL) is one of the top trending stock ratings and calls. GQG Partners Portfolio Manager Brian Kersmanc recently discussed why he became underweight tech stocks amid weakening fundamentals. The analyst talked about Oracle […]
US stocks (^DJI, ^IXIC, ^GSPC) end Thursday's session lower — the market hitting the pause button on its recent rally — as experts debate the government shutdown's economic impact on the Federal Reserve's plans to cut interest rates. Simultaneously, many on Wall Street are hesitant to declare whether or not a bubble is forming, driven by AI. GQG Partners Portfolio Manager Brian Kersmanc talks with Josh Lipton about his thoughts on the Big Tech landscape ahead of earnings season and where he sees artificial intelligence CapEx figures playing a pivotal role. To watch more expert insights and ana
Aktuelle Schlagzeilen Dritter zu diesem Unternehmen, getrennt von Makklers eigener Redaktion und mit Verlinkung zum Herausgeber. Für die Richtigkeit ist der jeweilige Herausgeber verantwortlich.