Professional Talks is stay proper now: https://www.cnbc.com/professional/talks/ From main elections to inflation and recession dangers, the world proper now’s extremely unpredictable, in accordance with Freddie Lait of Latitude Funding Administration. Be part of CNBC’s Karen Tso as she asks the fund supervisor how traders ought to navigate this uncertainty. Lait will share his ideas on the potential for a smooth — or no — touchdown for the U.S. economic system, and which shares are more likely to be direct beneficiaries of an financial restoration. He’ll additionally focus on the “thrilling however harmful” efficiency of the so-called “Magnificent Seven,” and can reveal various shares with comparable progress “at a fraction of the value.” Lait manages two funds — the Latitude Horizon Fund and the Latitude International Fund — with a concentrate on world shares and robust returns throughout completely different market cycles. High holdings in each funds embody Alphabet , JPMorgan , Sony and BP , and Lait additionally likes names akin to Autozone and Vinci . Lait has been a managing associate at Latitude Funding Administration since 2016, earlier than which he was a fund supervisor at companies together with Odey Asset Administration and Rothschild Personal Administration. He began his profession as a monetary analyst at Goldman Sachs in 2005. Study extra from our earlier Professional Talks: Is Tesla nonetheless a purchase? This is what this CIO says, and three alternate options he likes ‘Large alternative’: CIO likes these vitality shares amid rising geopolitical uncertainties Portfolio supervisor explains why he has the ‘most conviction’ on this China tech inventory Associated protection from Professional: This inventory may double’: Fund supervisor hundreds up on shares of two banks amid the volatility Past Tesla: Morningstar strategist names 2 under-the-radar shares to play the EV revolution How you can create a diversified bond portfolio with as much as 6% yield, in accordance with the professionals
From main elections to inflation and recession dangers, the world proper now’s extremely unpredictable, in accordance with Freddie Lait of Latitude Funding Administration.
Be part of CNBC’s Karen Tso as she asks the fund supervisor how traders ought to navigate this uncertainty.
Lait will share his ideas on the potential for a smooth — or no — touchdown for the U.S. economic system, and which shares are more likely to be direct beneficiaries of an financial restoration.
He’ll additionally focus on the “thrilling however harmful” efficiency of the so-called “Magnificent Seven,” and can reveal various shares with comparable progress “at a fraction of the value.”
Lait manages two funds — the Latitude Horizon Fund and the Latitude International Fund — with a concentrate on world shares and robust returns throughout completely different market cycles.
Lait has been a managing associate at Latitude Funding Administration since 2016, earlier than which he was a fund supervisor at companies together with Odey Asset Administration and Rothschild Personal Administration. He began his profession as a monetary analyst at Goldman Sachs in 2005.
