All into Account: ‘Best opportunities in SMidCap stocks’, with Eduardo Lecubarri, Head of SMidCap Strategy

Speakers:

Thomas Salopek, Head of Global Cross Asset Strategy

Eduardo Lecubarri, Head of SMidCap Strategy

 

We maintain a cautious stance with a deteriorating macro backdrop and margin pressure which challenge the rich consensus sell-side earnings estimates. Despite our bearish view, we can find SMidCap opportunities at the stock level, focusing on names which are under-valued, where pricing power and margins are more supportive.

 

This podcast was recorded on Sep. 13, 2023.
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