In this episode Richard Champion, deputy CIO at Canaccord Genuity Wealth Management, discusses the recent bout of market volatility in US equities. He is optimistic on US stocks going into the second half of the year, but sees better opportunities in other regions.
Amid the ongoing debate over inflation, Champion believes the recent rise in price levels is likely to be transitory rather than permanent. Sector-wise he is relatively optimistic on retail, but thinks tech is overvalued and sees opportunities in med-tech in the second half of the year.
Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.
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