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The outlook for US equities looks more uncertain in 2019 than it has in many years, with the withdrawal of supportive monetary policy and political tensions creating a perfect environment for increased volatility. With US stocks having delivered years of strong returns post the GFC, many are wondering whether the party can continue, or whether it’s time to pack up and go home.
In this wide-ranging conversation, Magellan’s Chris Wheldon gives his views on:
Please note, this podcast was recorded prior to Christmas, so while some of the commentary may reflect that timing, the views of Chris and Magellan have not changed.