Fund selectors are staring down the barrel of all-time-high US equity valuations and stubborn inflation prints yet must also answer difficult questions such as whether corporate earnings beats can continue and which parts of the artificial intelligence (AI) theme can live up to its hype.
As central banks weigh the timing of interest rate cuts and unease mounts around the lofty stature of Nvidia and its peers, this roundtable in partnership with First Trust examined how to allocate within a volatile backdrop.
Gregg Guerin, senior product specialist, First Trust
Jaisal Pastakia, investment director, Handelsbanken Wealth and Asset Management
Will Bartleet, CIO, Pacific Asset Management
Pacome Breton, head of portfolio management, Nutmeg
Patrick Thomas, head of ESG investments, Canaccord Genuity Wealth Management
Chair: Tom Eckett, editor, ETF Stream
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