Rathbones CIO Sees Value in U.S. Small Caps, Tech

The video discusses investment strategies, focusing on active vs passive management, and the impact of market uncertainties like yield repricing and oil prices on emerging markets. It explores the effects of treasury yields on China and emerging markets, and examines current equity flows and market sentiment. The discussion concludes with insights on economic indicators and future market outlook.

What are the implications of a slowing GDP on investment strategies as discussed?

What types of companies should investors focus on in a high-cost capital environment?