Sam Benstead is joined by Felix Wintle, manager of the Tyndall North American fund, to discuss the outlook for American shares.
With American shares briefly “correcting” 10% this year, they speak about a range of themes, including the trade war, valuations, opportunities in tech and AI, as well as the economic outlook for America.
Wintle shares his best investment ideas, and explains why he avoids all the Magnificent Seven bar one company.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
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