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Episodes
Saturday Jan 20, 2024
Saturday Jan 20, 2024
Portfolio manager Darren Lekkerkerker joins the show today to discuss his outlook on equities and what his positioning is for 2024. With inflation coming down and possible rate cuts on the horizon, Darren says he’s looking into a few investment opportunities with a focus on energy and copper. He adds copper is a major beneficiary of the energy transition and that engineering and design companies will most likely do well this year due to reshoring trends. Darren says mid-caps and small caps could potentially outperform this year. In terms of his fund, Darren is focused on North America as it has historically been the best place to invest. He adds North America has the greatest exposure to secular growth industries like technology and healthcare compared to Europe and Asia.
Recorded on January 11, 2024
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