Schwab Network: Emerging Markets Opportunities After U.S./Ukraine Meeting

Summary

Scott Ladner, Chief Investment Officer, discussed with Schwab Network how he views the recent market sell-off as a buying opportunity, particularly in emerging markets, with a focus on China. He highlighted the potential for a resolution in the Russia-Ukraine conflict and its impact on European assets while emphasizing the long-term importance of AI-driven tech investments and financials under President Trump’s administration. Scott also noted his hesitant stance on energy, real estate, and European equities, citing structural and macroeconomic challenges.

Not investment advice.

Share:

You are now leaving this website to go to HorizonMutualFunds.com