Adam Parker Has Concerns Over a Strong U.S. Dollar

The video discusses the impact of Sterling on global markets, particularly in the context of Brexit and its potential contagion effect. It highlights the importance of currency movements, especially the dollar, euro, and pound, on earnings estimates. The discussion also covers investment strategies, focusing on quantitative and fundamental analysis to identify stocks with potential returns. The video emphasizes the need to consider currency dynamics in multinational expansions and the impact on various sectors like machinery and healthcare.

What is the speaker's view on the relationship between US equities and European markets?

What approach does the speaker take towards stock selection in their investment strategy?