"There is an inverse relationship between interest rates and inflation and the overall market PE. When one goes up, the other has to go down," says Sean O'Hara. He weighs in on geopolitical tensions like the conflict in Ukraine and lockdowns in China. Next, O'Hara states that investors should focus on high quality companies with high current free cash flow. Sectors that are currently attractive are energy, materials, healthcare, and consumer staples.
The Watch List
07 May 2022
SHARE
The Watch List
12 Apr 2023
The Watch List
03 Mar 2023
Morning Trade Live
16 Mar 2023
The Watch List
12 Apr 2023
Morning Trade Live
22 Feb 2023
The Watch List
07 Apr 2023