Interview with Livewire Markets, where Nick discusses the outlook for small and emerging companies, as well as four stocks he finds particularly compelling.
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PM Discussion (Mid Cap Fund) – October 2024
Recorded 24 October 2024
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2025 Earnings outlook
Encouraging to read of the growing confidence around the 2025 earnings outlook for the S&P500. Goldman Sachs believe 2025 eps growth will be ~11%, following on from ~8% in 2024.