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Podcast #103: What might Trump 2.0 mean for investing in the US? With Federated Hermes’ Mark Sherlock
Manage episode 461254311 series 3509692
Sue and Brandon’s guest on this week’s IFA Talk Podcast is Mark Sherlock, Head of US equities at Federated Hermes. In this episode, Mark tells us why he’s generally feeling positive about US investment prospects – particularly in the small and mid-cap arena where valuations remain compelling.
They discuss some of the uncertainties as well as risks that lie ahead as well as some of the reasons to be optimistic that 2025 will provide plenty of opportunity for active managers to deliver alpha.
100 episodes
Manage episode 461254311 series 3509692
Sue and Brandon’s guest on this week’s IFA Talk Podcast is Mark Sherlock, Head of US equities at Federated Hermes. In this episode, Mark tells us why he’s generally feeling positive about US investment prospects – particularly in the small and mid-cap arena where valuations remain compelling.
They discuss some of the uncertainties as well as risks that lie ahead as well as some of the reasons to be optimistic that 2025 will provide plenty of opportunity for active managers to deliver alpha.
100 episodes
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