U.S. Equities: ChatGPT, Banks, and Earnings
Listen now
Description
Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks.
Highlights
Potential implications of the recent advancements in generative AI U.S. regional banking challenges and our exposure Why we don’t currently own any energy sector companies in the portfolio A look at two holdings—one “old” and one new—Verisk and BorgWarner Our observations on broader earnings results
More Episodes
In this episode, Mawer portfolio managers and analysts discuss what they fundamentally look for in a bank as an investment. Specifically, how they view banks and the industry trends, as well as local dynamics, and ultimately what makes each of these businesses both unique and attractive. David...
Published 11/06/24
Published 11/06/24
In this episode, Peter Lampert, lead portfolio manager of the International Equity Strategy, discusses the recent Chinese stimulus and its effects on emerging markets. He highlights key long-term risks in China, including weak sentiment, regulatory challenges, and geopolitical tensions, while...
Published 10/23/24
Links
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
