58. Why the US stock market may have already bottomed

Hugh Grieves, co-manager of LF Miton US Opportunities fund, takes us on a whistle-stop tour of the US. He talks to us about the potential impact of the huge government stimulus package; who he thinks will win the presidential election; why he thinks the stock market has bottomed; why it’s best to invest in smaller companies in the depth of a recession; and why it’s not necessarily the tech stocks that will lead us out the other side…

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.