Weiss Multi-Strategy Advisers At Sohn London 2022: Buy This Metals Company – ValueWalk Premium

Weiss Multi-Strategy Advisers At Sohn London 2022: Buy This Metals Company

At this year’s Sohn London Investment Conference, Michael Edwards, the Deputy Chief Investment Officer at Weiss Multi-Strategy Advisers, pitched European cyclicals.

The portfolio manager argued that we are “clearly seeing a rotation out of US mega-cap tech” and China, where the “last vestiges of hope” for an open, fair economy have disappeared.

Europe is likely to benefit from this structural shift. Money is already rotating into European equities and mid-cap stocks, which investors have been ignoring at the expense of mega-cap tech giants.

Against this backdrop, White and the team at Wellington Management have been . . .

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