Forager Funds Chloe Stokes on Investing in U.S., U.K.

The video discusses the shift in portfolio strategies towards value orientation due to rising interest rates, which negatively impact high-growth stocks. It highlights the geographical exposure of portfolios, particularly the UK market's underperformance compared to the SMP 500. The video also covers the ongoing market correction, with significant declines in the NASDAQ and Russell 2000 indices. Finally, it explores trends in the consumer sector, noting the competitive environment between ecommerce and traditional retailers post-pandemic.

How do rising interest rates affect high growth stocks?

• They cause high growth stocks to outperform value stocks.

• They have a positive impact due to increased cash flows.

• They have a negative impact due to longer dated cash flows.

• They have no impact on high growth stocks.

Why is there an overexposure to UK stocks in the discussed portfolio?

• Because UK stocks are cheaper relative to other geographies.

• Because the UK economy is booming.

• Due to the strong performance of the UK stock market.

• Due to the high growth potential of UK tech companies.

What is the current trend observed in the Russell 2000 and NASDAQ?

• Both indices are showing strong growth in tech stocks.

• There is a broad pullback with significant declines.

• Both indices are reaching new all-time highs.

• The indices are stable with no significant changes.

What challenge do e-commerce retailers face post-pandemic?

• Increased competition from brick-and-mortar stores.

• Higher operational costs compared to pre-pandemic levels.

• Lack of online sales growth.

• Decreased consumer interest in online shopping.

How have brick-and-mortar retailers adapted during the pandemic?

• By focusing solely on in-store sales.

• By enhancing their online offerings.

• By reducing their online presence.

• By closing down physical stores.