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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.
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