Wealth Advisors Stephen Ellis and Robert Wolfson welcome Danesh “Dan’ Rohinton to the podcast for a timely discussion on the outlook for global equities. Dan is the co-lead portfolio manager of the IA Clarington Global Dividend Fund. Equity markets have started off strong so far in 2024. The Gents had a great discussion with Dan about his macro thoughts for the economy and equity markets as we look forward into this new year. From the overall economic implications of politics and interest rate expectations all the way down to sector specific thoughts around energy, financials and health care Dan provided very well rounded and insightful comments.
As always we hope you enjoy the episode!
Wealth Advisors Stephen Ellis and Robert Wolfson welcome Danesh “Dan’ Rohinton to the podcast for a timely discussion on the outlook for global equities. Dan is the co-lead portfolio manager of the IA Clarington Global Dividend Fund. Equity markets have started off strong so far in 2024. The Gents had a great discussion with Dan about his macro thoughts for the economy and equity markets as we look forward into this new year. From the overall economic implications of politics and interest rate expectations all the way down to sector specific thoughts around energy, financials and health care Dan provided very well rounded and insightful comments.
As always we hope you enjoy the episode!