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Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management
Manage episode 421982109 series 2325901
In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies growth opportunities overseas, not just in technology but in other economic segments across industrials and consumer discretionary.
86 tập
Manage episode 421982109 series 2325901
In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies growth opportunities overseas, not just in technology but in other economic segments across industrials and consumer discretionary.
86 tập
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