Shaw and Partners Chief Investment Officer Martin Crabbe outlines a four-part investment strategy, focusing on growth, financial conditions, central bank policy and valuation. He notes that valuations remain high. He advises investors to adopt an active strategy, selecting individual growth-oriented stocks instead of relying on index funds.
Copyright 2024 – Finance News Network
Source: Finance News Network
28 Oct 2024 - Jonathan Belz, CEO and Co-Founder of BFA Global Investors, presents at the Semiconductor Australia 2024 conference. Citing examples like Nvidia’s rapid market cap increase, Belz discusses how AI, 5G, and data centres are shaping a new era for the sector.
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