John Porter, CIO and head of equity at Newton Investment Management, recently appeared on CNBC’s ‘The Exchange’ to share his insights on the market and investment strategies.
During the interview, Porter discussed his belief that a delay in rate cuts could be favorable for the market. He explained that the market has been anticipating rate cuts for some time, and a delay could lead to a positive surprise and a rally in risk assets.
Porter also highlighted the opportunities he sees in small cap stocks. He believes that small caps are undervalued relative to large caps, and that they have the potential to outperform in the current environment.
Overall, Porter’s appearance on CNBC’s ‘The Exchange’ provided valuable insights for investors. His views on the market and investment strategies are well-informed and should be considered by anyone making investment decisions.
