In a 30-minute webinar, Portfolio Manager Sam LaBell discussed key economic trends and investment strategies for the remainder of 2024, focusing on the slowing growth in the U.S. and Canada and the impact of fiscal stimulus on inflation. He sees risks of a near-term correction tied to earnings expectations and valuations, but there are still opportunities for risk-adjusted gains.
category: WEBINARS
2024 Outlook and Positioning
Anthony Scilipoti, President and CEO, and Sam LaBell, Portfolio Manager, looked back at how the markets performed in 2023 with a view to how our funds are positioned for 2024.
If Not Banks, Then What?
Veritas’ own Anthony Scilipoti and Sam LaBell discuss various pockets of opportunity and strategies that they believe will perform well in the upcoming year. In particular, they focused on why Veritas Asset Management’s funds are underweight Canadian banks.