Christine Poole, CEO & managing director, GlobeInvest Capital Management
FOCUS: North American Large Caps
MARKET OUTLOOK:
The risk-off trade is dominating equity markets. Recession fears,
emerging markets contagion, and crude oil price swings are some of the
factors tempering investor enthusiasm for equities. Undeniably, the
collapse in energy prices has significantly, negatively affected
economic conditions in regions which are overly dependent on energy
revenues. Investor angst about the oil markets and impact on the U.S.
economy, however, appear to be excessive.
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